DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G••••• F••••• P••••••• L•
Latest filing Apr 29, 2026
First filing on the tape Mar 29, 2012 · 37 filings
SEC status approved since Jul 8, 2003
RAUM
$3.5B
reported, Item 5.F
Discretionary
61%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$3.5B as of Apr 29, 2026
Mar 29, 2012$3.4B then
HNW client RAUM$0 as of Apr 29, 2026
Mar 30, 2018$30.4M then
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Apr 1, 20130 then
Employees (5.A)24 as of Apr 29, 2026
Apr 1, 201326 then
Private funds17 as of Apr 29, 2026
Mar 29, 201223 then
RAUM -5.5% over the last fiscal year-4.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $184MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 61%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -5.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.0B, 18 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B85%
- State and municipal entities$516M15%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 19reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.0B for 18 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.85 institutional_share=0.15 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
34 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• P••••••••• L•••••• | Real Estate Fund | $1.1B | 75 | Mar 29, 2012 |
| G•• 9• I••••••••• A••••••••• C•••••• L•••••• | Real Estate Fund | $755M | 49 | Mar 29, 2012 |
| G•• 9• I••••••••• I•••••••• C•••••• L•••••• | Real Estate Fund | $575M | 34 | Mar 29, 2012 |
| N••••• F•••••• L••••••no longer reported | Real Estate Fund | $558M | 82 | Mar 31, 2017 |
| G•• 8• I••••••••• A••••••••• C•••••• L•••••• | Real Estate Fund | $557M | 49 | Mar 29, 2012 |
| G•• 1• I••••••••• I•••••••• C•••••• L•••••• | Real Estate Fund | $484M | 44 | Apr 1, 2013 |
| G•• 1• I••••••••• A••••••••• C•••••• L•••••• | Real Estate Fund | $484M | 46 | May 21, 2013 |
| G•• 8• I••••••••• I•••••••• C•••••• L•••••• | Real Estate Fund | $479M | 38 | Mar 29, 2012 |
| G•• B••••• T••••••••• H••••••• L•• | Real Estate Fund | $357M | 4 | Mar 30, 2022 |
| S••••••• L•• | Real Estate Fund | $332M | 14 | Mar 29, 2012 |
| G•• T••••• A••••••••• C•••••• L•••••• | Real Estate Fund | $164M | 3 | Mar 30, 2020 |
| G•• T••••• I•••••••• C•••••• L•••••• | Real Estate Fund | $163M | 3 | Mar 30, 2020 |
| G•• 9• T•••••• I•••••••• C•••••• L•••••• | Real Estate Fund | $115M | 22 | Mar 29, 2012 |
| G•• 8• T•••••• I•••••••• C•••••• L•••••• | Real Estate Fund | $70.0M | 19 | Mar 29, 2012 |
| S•••• C•••••• T••••• F••• I•• L•••••• | Real Estate Fund | $66.9M | 1 | Mar 29, 2012 |
| G•• M•••••• E••••••• I• L••no longer reported | Hedge Fund | $66.4M | 2 | Mar 29, 2012 |
| G•• T••••••••• O••••••••• 1• L• | Real Estate Fund | $34.6M | 4 | Mar 31, 2019 |
| S••••••• P•••••••• L••• | Real Estate Fund | $10.3M | 13 | Mar 29, 2012 |
| T••••••••• 8• P•••••••• L•••no longer reported | Other Private Fund | $492,180 | 7 | Mar 29, 2012 |
| R•• W•••• T••••••••• I••• | Real Estate Fund | $0 | 0 | Mar 29, 2012 |
| G•• 7• I••••••••• A••••••••• C•••••• L••••••no longer reported | Real Estate Fund | $0 | 0 | May 21, 2013 |
| N• O•• I•••••••• C•••••• L••••••no longer reported | Real Estate Fund | $0 | 6 | Mar 29, 2012 |
| N••••• P••••••••• L••••••no longer reported | Real Estate Fund | $0 | 82 | Mar 31, 2017 |
| U••• T•••••• G••••• T••••• I•••••••• 6• L••••••no longer reported | Real Estate Fund | $0 | 11 | Mar 29, 2012 |
| G•• 7• I••••••••• I•••••••• C•••••• L••••••no longer reported | Real Estate Fund | $0 | 0 | Mar 29, 2012 |
| T••••••••• I•••••••• 8• L••no longer reported | Real Estate Fund | $0 | 0 | Mar 29, 2012 |
| N• O•• A••••••••• C•••••• L••••••no longer reported | Real Estate Fund | $0 | 6 | May 21, 2013 |
| G••••• S•• I•••••••• C•••••• L••••••no longer reported | Real Estate Fund | $0 | 1 | Mar 29, 2012 |
| G•• N•• Z•••••• P••••••••• I••• L•••••no longer reported | Real Estate Fund | $0 | 0 | Mar 29, 2012 |
| G••••• S•• A••••••••• C•••••• L••••••no longer reported | Real Estate Fund | $0 | 1 | May 21, 2013 |
| I••••••••• G••••• T••••• I•••••••• 6• L••••••no longer reported | Real Estate Fund | $0 | 15 | Mar 29, 2012 |
| R•• W•••• T••••••••• L••••• | Real Estate Fund | $0 | 0 | Mar 29, 2012 |
| R•• N•• Z•••••• P••••••••• I•• L•••••no longer reported | Real Estate Fund | $0 | 0 | Mar 29, 2012 |
| G••••• •••••••• T••••• I•••••••• 6• L••••••no longer reported | Real Estate Fund | $0 | 26 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••• H•••••• C•••• · Executive Committee, Investment Committeecontrolsince 01/2019 · owns less than 5%
- E•••••••• J•••• C•••••• · Investment Committeecontrolsince 03/2007 · owns less than 5%
- H••••• J••••• J••••• · Investment Committeecontrolsince 03/2022 · owns less than 5%
- L••••• K••••••••• A••• · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- M•••••• P••••• · Chief Financial Officercontrolsince 02/2022 · owns less than 5%
- M••••••••• M••••••• J•••• · Executive Committee, Investment Committeecontrolsince 03/2009 · owns less than 5%
- P••••• S•••••• P••••••• · Investment Committeecontrolsince 07/2021 · owns less than 5%
- W••••••••• C••••••••• W•••••• · Executive Committee, Investment Committeecontrolsince 01/2019 · owns less than 5%
Entity owners
- G•• I••••••••• L• · L•••••• Partnerdirect · owns 75% or more
- G••••• F••••• P••••••• L•• · General Partnerdirect · owns less than 5%
- G•• H••••••• L• · L•••••• Partnerindirect · owns 75% or more of G•• I••••••••• L•
- G••••• F••••• P••••••• L•• · General Partnerindirect · owns F of G•• I••••••••• L•
Related persons
Schedule D 7.A
- G•• T••••••••• O••••••••• 1• G• L••investment adviserbankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $3.2B to $3.0BApr 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.4B to $2.1BApr 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $1.3B to $1.4BApr 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $3.2B to $3.0BApr 28, 2025 to Mar 27, 2026
- RAUM · $3.7B to $3.5BApr 28, 2025 to Mar 27, 2026
- Accounts · 18 to 19May 1, 2024 to Apr 28, 2025
- Advisory employees · 23 to 24May 1, 2024 to Apr 28, 2025
- Pooled vehicle clients · 16 to 17May 1, 2024 to Apr 28, 2025
- Assets in custody · $3.0B to $3.2BMay 1, 2024 to Apr 28, 2025
- Employees · 23 to 24May 1, 2024 to Apr 28, 2025
- Financial planning clients · 0 to 0May 1, 2024 to Apr 28, 2025
- Private funds · 16 to 17May 1, 2024 to Apr 28, 2025
- Discretionary RAUM · $2.3B to $2.4BMay 1, 2024 to Apr 28, 2025
- Non-discretionary RAUM · $1.3B to $1.3BMay 1, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $3.0B to $3.2BMay 1, 2024 to Apr 28, 2025
- RAUM · $3.6B to $3.7BMay 1, 2024 to Apr 28, 2025
- Private funds · 18 to 16Mar 28, 2024 to May 1, 2024
- Accounts · 50 to 18Apr 25, 2023 to Mar 28, 2024
- Advisory employees · 24 to 23Apr 25, 2023 to Mar 28, 2024
- Advisory activities · 3 to 2Apr 25, 2023 to Mar 28, 2024
- Charity clients · 1 to 0Apr 25, 2023 to Mar 28, 2024
- HNW clients · 3 to 0Apr 25, 2023 to Mar 28, 2024
- Pension plan clients · 8 to 0Apr 25, 2023 to Mar 28, 2024
- Pooled vehicle clients · 29 to 16Apr 25, 2023 to Mar 28, 2024
- Assets in custody · $3.5B to $3.0BApr 25, 2023 to Mar 28, 2024
- Employees · 24 to 23Apr 25, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.8B to $2.3BApr 25, 2023 to Mar 28, 2024
- HNW RAUM · $16,000 to $0Apr 25, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $1.2B to $1.3BApr 25, 2023 to Mar 28, 2024
- Pension RAUM · $38,000 to $0Apr 25, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.5B to $3.0BApr 25, 2023 to Mar 28, 2024
- RAUM · $4.1B to $3.6BApr 25, 2023 to Mar 28, 2024
- Accounts · 52 to 50Sep 16, 2022 to Mar 30, 2023
- Pooled vehicle clients · 31 to 29Sep 16, 2022 to Mar 30, 2023
- Assets in custody · $3.0B to $3.5BSep 16, 2022 to Mar 30, 2023
- Private funds · 20 to 18Sep 16, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.4B to $2.8BSep 16, 2022 to Mar 30, 2023
- HNW RAUM · $623,000 to $16,000Sep 16, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $1.1B to $1.2BSep 16, 2022 to Mar 30, 2023
- Pension RAUM · $1.4M to $38,000Sep 16, 2022 to Mar 30, 2023
Signals
15 dated events
- J••••• J•••• H•••• (Investment Committee) appeared on Schedule A of G••••• F••••• P••••••• L•Mar 30, 2022 · Control person joined · fact
- Michael Lee Lawrence (Investment Committee) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2021-07-07, absent 2022-02-16)Feb 16, 2022 · Control person left · inference
- M•••••• Z••• E••••• (Executive Committee, Investment Committee, Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2021-07-07, absent 2022-02-16)Feb 16, 2022 · Control person left · inference
- Arin Katherine Libby (Chief Compliance Officer) appeared on Schedule A of G••••• F••••• P••••••• L•Feb 16, 2022 · Control person joined · fact
- Pascal Maitre (Chief Financial Officer) appeared on Schedule A of G••••• F••••• P••••••• L•Feb 16, 2022 · Control person joined · fact
- P••••••• S••••• P•••• (Investment Committee) appeared on Schedule A of G••••• F••••• P••••••• L•Jul 7, 2021 · Control person joined · fact
- Enrique Rafael Ide (Investment Committee) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2020-06-30, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Persson David Lindahl (Investment Committee) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2020-06-30, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Castrop Peter Mertz (Investment Committee) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2019-11-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- A. N. John Scott (Investment Committee) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2019-01-07, absent 2019-03-31)Mar 31, 2019 · Control person left · inference
- Neil David Amphlett Gardner (Investment Committee) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2019-01-07, absent 2019-03-31)Mar 31, 2019 · Control person left · inference
- Clive Harold Ashby (Executive Committee) appeared on Schedule A of G••••• F••••• P••••••• L•Mar 31, 2019 · Control person joined · fact
- William Christian Warrington (Executive Committee) appeared on Schedule A of G••••• F••••• P••••••• L•Mar 31, 2019 · Control person joined · fact
- Allen John Genest (Investment Committee, Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of G••••• F••••• P••••••• L• (listed 2018-03-30, absent 2019-01-07)Jan 7, 2019 · Control person left · inference
- M•••••• Z••• E••••• (Investment Committee, Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of G••••• F••••• P••••••• L•Jan 7, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/global-forest-partners-lpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 603-298-7001reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
G••••• F••••• P••••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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