Global Forest Partners LP (Lebanon)
Global Forest Partners LP is a large advisory firm based in Lebanon. It manages $2.82 billion of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Massachusetts and New Hampshire.
Global Forest Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Global Forest Partners: assets under management
The assets under management (AUM) of Global Forest Partners LP is $2.82 billion. The firm's AUM has grown by 114% since the beginning of its operation, and $2.66 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Global Forest Partners LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Global Forest Partners serves?
The firm provides services to insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Global Forest Partners is pooled investment vehicles with 25 clients and $2.63 billion of assets under management. Among the 12 most similar advisory firms, Global Forest Partners has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.82 billion for 60 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 50% of the firm’s clients are foreign persons or businesses.
Global Forest Partners also advises several private funds. Namely, twenty eight real estate funds. The minimum investment commitment required of non-related persons ranges from $1,000 to $10,000,000.
Careers at Global Forest Partners LP
The company employs 23 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in Lebanon
The principal office where Global Forest Partners LP performs its advisory services is located at 67 Etna Road, Lebanon, NH 03766, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-298-7001 or by fax 603-298-7620. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at gfplp.com.
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