FOREST INVESTMENT ASSOCIATES other names

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Adviser Profile

As of Date:

05/22/2024

Adviser Type:

- Large advisory firm

Number of Employees:

56 3.70%

of those in investment advisory functions:

11

Registration:

SEC, Approved, 6/20/1986

AUM:

5,041,717,830 8.70%

of that, discretionary:

4,796,943,377 10.77%

Private Fund GAV:

1,311,274,673 45.55%

Avg Account Size:

210,071,576 4.17%

% High Net Worth:

20.83% -12.50%

SMA’s:

YES

Private Funds:

5 1

Contact Info

404 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 725M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Wake Forest man gets 11 years for $8M Ponzi scheme tied to yacht, jet and property in The Bahamas
04/06/2021

At least $400,000 from the scheme went toward country club dues, home furnishings, nail salons, tattoos, clothing and other luxuries, federal prosecutors said.

bizjournals.com

My 10 Stocks for 2006
03/24/2021

My guru for micro-cap stocks, Jay Weinstein, of Oak Forest Investment Management ... Procter & Gamble and American Express. Tilson Focus fund, launched last year, has more than a tenth of its ...

kiplinger.com

James Glassman's 10 Stock Picks for 2011
03/24/2021

Making the selection was Jay Weinstein, who heads Oak Forest Investment Management ... Also impressive in 2010 was Matthews China Fund, the source of my New Oriental Education selection.

kiplinger.com

Government of Nepal and World Bank sign $24 Million financing agreement to support sustainable forestry and boost green recovery
03/20/2021

Financing for the Forests for Prosperity Project is via the Forest Investment Program within the Climate Investment Funds (CIF). The CIF is hosted by the World Bank and funded by several ...

finchannel.com

Government of Nepal and World Bank sign $24 Million financing agreement to support sustainable forestry and boost green recovery
03/19/2021

Financing for the Forests for Prosperity Project is via the Forest Investment Program within the Climate Investment Funds (CIF). The CIF is hosted by the World Bank and funded by several development partners including Australia, Denmark, Japan, Norway ...

worldbank.org

Oregon’s Logging Industry Says It Can’t Afford New Taxes. But Prices Have Never Been Higher and Profits Are Soaring.
03/04/2021

Despite the wildfires and the pandemic, lumber producers are “generating unbelievable margins right now, record margins and profits,” said Brooks Mendell, president of the forest investment consultancy ... taxes that could fund sheriff’s deputies ...

dailyyonder.com


Private Funds Structure

Fund Type Count GAV
Real Estate Fund 5 $1,311,274,673

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Private Funds



Employees




Brochure Summary

Overview

Forest Investment Associates, formed in 1986, is a Registered Investment Adviser providing investment management services for forest investors. Operating out of Atlanta, Georgia, U.S. headquarters and multiple U.S. field offices, along with offices in Brazil, Chile, and Mexico, FIA acquires and manages forest investment portfolios for commingled fund and separately managed account clients. Forest Investment Associates is majority owned and controlled by Forest Investment Associates, LLC. No individual directly or indirectly owns or controls more than 25% of Forest Investment Associates. FIA’s Executive Committee is comprised of the following persons:
• Michael Cerchiaro - President & CEO
• Andrew Boutwell - Senior Managing Director, Head of Investment Management
• Darcy Austin – Managing Director, Head of Client Accounting
• MaryKate Bullen – Managing Director, Head of Business Development & Sustainability
• Christina Purcell – Managing Director, Head of Corporate Finance & Human Resources FIA’s overall management objective is to maximize the value of each client portfolio through capital appreciation from optimal forest productivity and cash flows from timber harvests. Our experienced foresters, analysts and specialists combine financial management skills with the latest forest science and technology to achieve this objective. In managing forest investment portfolios, FIA selects properties specific to the needs of the particular
client. FIA seeks to build portfolios that are diversified across various criteria, including:
• Geographic location
• Timber species
• Timber age Hunting, recreation, mitigation, conservation, renewable energy and other non-timber income sources provide opportunities for adding value, and we work to maximize these sources. FIA’s business knowledge and expertise is not limited to forestry, and we seek to proactively identify and implement alternative land uses, timberland sales and other value growth opportunities based on local market dynamics. FIA has four commingled funds (hereinafter, the “Funds”) listed below. The Funds are exempt from registration under the Investment Company Act of 1940. They are managed in accordance with their own investment objectives, strategies and guidelines and are not tailored to the individual needs of any particular investor in the Funds. Therefore, investors must consider whether the Funds meet their investment objectives and risk tolerance prior to investing. Detailed information about the Funds can be found in each respective Fund’s private placement memorandum.
• FIA Timber Growth Partners, LP
• FIA Timber Partners II, LP
• FIA Timber Growth and Value Partners, LP
• FIA Timber Growth and Value Partners A, LP (Parallel Fund) As of December 31, 2023, FIA had $4,796,943,377 in discretionary assets under management, and $244,774,453 in non-discretionary assets.