National Retirement Planning Experts

National Coverage
Local Professionals

GLOBAL FOREST PARTNERS LP

67 Etna Road
Suite 500
Lebanon, New Hampshire 03766
Tel: 603-298-7001

Need a Financial Advisor?
Compare Vetted Advisors

About GLOBAL FOREST PARTNERS LP

GLOBAL FOREST PARTNERS LP, formally registered with the SEC as GLOBAL FOREST PARTNERS LP. The firm was established in 07/08/2003. They have over 1 offices throughout the country.

GLOBAL FOREST PARTNERS LP is a Lebanon, New Hampshire based Financial Planning firm with nearly $3,554,771,000 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127064
SEC#801-62203
Assets Managed by Firm$3,554,771,000
No. of Clients18
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total18$3,554,771,000

More Retirement Planning firms in Lebanon, New Hampshire:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
MATRIX CAPITAL MANAGEMENT COMPANY, LP
3 Pleasant Street, Suite 400
Portsmouth, NH, 03801
$12,092,862,376418
PRIME BUCHHOLZ LLC
273 Corporate Drive Suite 250
Portsmouth, NH, 03801
$10,409,452,90970129
IMPAX ASSET MANAGEMENT LLC
30 Penhallow Street Suite 400
Portsmouth, NH, 03801
$9,643,533,26319113
LAKE STREET ADVISORS
145 Maplewood Avenue, Suite 210
Portsmouth, NH, 03801
$3,108,813,749185845
WELLESLEY ASSET MANAGEMENT, INC.
100 Market Street, Suite 203
Portsmouth, NH, 03801
$2,104,334,424218830

Explore More Retirement Advisors in Lebanon, New Hampshire