{"url":"https://nivawealth.com/firms/global-forest-partners-127064","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127064","regulatoryAum":3499624000,"crd":"127064","history":[{"filedOn":"2021-07-07","regulatoryAum":3541161000,"clients":54,"employees":26,"offices":1},{"filedOn":"2022-04-29","regulatoryAum":3473912000,"clients":52,"employees":24,"offices":1},{"filedOn":"2023-04-25","regulatoryAum":4059119000,"clients":50,"employees":24,"offices":1},{"filedOn":"2024-05-01","regulatoryAum":3554771000,"clients":18,"employees":23,"offices":1},{"filedOn":"2025-04-28","regulatoryAum":3701949000,"clients":19,"employees":24,"offices":1},{"filedOn":"2026-04-29","regulatoryAum":3499624000,"clients":19,"employees":24,"offices":1}],"secFileNumber":"801-62203","legalName":"Global Forest Partners LP","displayName":"Global Forest Partners","slug":"global-forest-partners-127064","website":"https://gfplp.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/global-forest-partners-lp/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"67 Etna Road, Suite 500","city":"Lebanon","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03766"},"tradeNames":[],"registration":{"secApproved":"8 July 2003","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":24,"advisory":24,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":3499624000,"discretionary":2146332000,"discretionaryAccounts":14,"nonDiscretionary":1353292000,"nonDiscretionaryAccounts":5,"wrapProgram":null,"nonUsClientsPct":79,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":2983381000},{"label":"State or municipal government entities","clients":2,"regulatoryAum":516243000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Global Forest Partners has custody of $2.98B in client assets for 18 clients.","otherCustodians":[],"leadership":[{"name":"Pascal Maitre","title":"Chief Financial Officer","crd":"7505269"},{"name":"Katherine Libby","title":"Chief Compliance Officer","crd":"4969913"},{"name":"Harold Ashby","title":"Investment Committee","crd":"7091318"},{"name":"Joel Eshbaugh","title":"Investment Committee","crd":"5314933"},{"name":"James Healy","title":"Investment Committee","crd":"2800048"},{"name":"Michael McFetridge","title":"Executive Committee, Investment Committee","crd":"5648730"},{"name":"Samuel Price","title":"Investment Committee","crd":"7408050"},{"name":"Alberto Voulminot Arcos Perez","title":"Investment Committee","crd":"6628407"},{"name":"Christian Warrington","title":"Executive Committee, Investment Committee","crd":"4267096"}],"ownership":[{"label":"GFP Investments LP","detail":"Limited partner in the 75% or more ownership band and a control person, since May 2003."},{"label":"Global Forest Partners LLC","detail":"Indirect owner: general partner of GFP Investments LP and a control person, since May 2003.","parent":"GFP Investments LP"},{"label":"GFP Holdings LP","detail":"Indirect owner: a limited partner of GFP Investments LP in the 75% or more band and a control person, since January 2019.","parent":"GFP Investments LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"67 Etna Road, Suite 500","city":"Lebanon","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-298-7001","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":17},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/127064/PDF/127064.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Global Forest Partners have?","answer":"Global Forest Partners has 19 clients and manages $3.5 billion for them, as of April 2026. They include 17 pooled investment vehicles and 2 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global Forest Partners offer?","answer":"Global Forest Partners provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Global Forest Partners have?","answer":"Global Forest Partners has 0 investment adviser representatives registered with state securities authorities, out of 24 employees, and 24 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Forest Partners invest in?","answer":"At the end of its last fiscal year, Global Forest Partners’ separately managed accounts held 98% pooled vehicles (private funds and similar) and 2% cash and equivalents. It advises 17 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global Forest Partners?","answer":"Global Forest Partners is owned through a holding company by GFP Holdings LP. Its direct owner is GFP Investments LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Forest Partners get paid?","answer":"Global Forest Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Global Forest Partners?","answer":"Global Forest Partners’ main office is at 67 Etna Road, Suite 500, Lebanon, NH 03766. Its phone number is 603-298-7001. Its website is gfplp.com.","source":"Form ADV Part 1A, Item 1.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}