Global Forest Partners Lp
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Overview
Global Forest Partners Lp is an advisory firm headquartered in Lebanon, New Hampshire. It administers $4.1 billion in assets over 50 client accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). Global Forest Partners Lp has a small group, including 24 financial advisors. Global Forest Partners Lp does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as options, equities and bonds.
Global Forest Partners Lp administers most of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without needing to seek the customer's authorization. It also manages four non-discretionary accounts totaling $1.2 billion in assets. The advisory firm's typical account size is $81.2 million. The average financial advisor at Global Forest Partners Lp administers around two client accounts, placing it among the most individualized advisor firms in the country.
The company's headquarters is located at 67 Etna Road, Lebanon, New Hampshire 3766. Global Forest Partners Lp is registered to provide services to clients in the state of New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Global Forest Partners Lp by the Numbers
$4.1 billion
24
50
$81.2 million
Fee Structure
Fees for financial advice largely depend on which service is offered. Fee types billed by the firm most likely include the following fee types: asset-based, fixed or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Global Forest Partners Lp does business with a number of different customers. It provides services to high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and insurance companies. Out of its 50 clients, Global Forest Partners Lp's biggest client group by number of accounts is pooled investment vehicles, but it also caters to three high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). About 62% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 6%
- Other Individuals - 0%
- Corporations - 92%
- Charitable Organizations - 2%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Global Forest Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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