Asset ManagerRIA · CRD 141879SEC-Registered

Updated:

Forrest Investment Management

Forrest Investment Management, Inc. is an SEC-registered investment adviser in Jacksonville, FL. The firm manages approximately $85 million in regulatory...

Forrest Investment Management

Forrest Investment Management, Inc. is an SEC-registered investment adviser in Jacksonville, FL. The firm manages approximately $85 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Forrest Investment Management?

No principal names have been publicly disclosed for Forrest Investment Management. The firm has no LinkedIn or website, so leadership and investment committee composition are unknown (public record).

Is Forrest Investment Management a single family office or a multi-family office?

The firm is registered as an asset manager, but its client base and ownership structure are not publicly disclosed. Without principals or a website, it cannot be determined if it serves one family, multiple families, or institutional clients (public record).

What investment strategy does Forrest Investment Management follow?

No strategy or sector focus has been publicly associated with Forrest Investment Management. The firm does not appear in any media, directory, or industry report detailing its investment approach (public record).

Does Forrest Investment Management manage capital for a single family?

There is no public evidence that Forrest Investment Management is a family office. The firm's SEC or state registration status is not confirmed, and no wealthy family has been linked to it by name in any credible source (public record).

Where is Forrest Investment Management headquartered?

The firm is based in the United States, but no specific city or address is publicly listed in business registries or the firm's own materials (public record).

What is the AUM of Forrest Investment Management?

AUM is undisclosed. The firm has not published any assets figure, and no external source has estimated its size (public record).

Does Forrest Investment Management have any known portfolio companies?

No portfolio companies or investments have been attributed to Forrest Investment Management in any public filing, press release, or media report (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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