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GLOBAL FOREST PARTNERS LP

67 Etna Road
Suite 500
Lebanon, New Hampshire 3766
Tel: 603-298-7001

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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 $4,059,119,000 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127064
SEC# 801-62203
Assets Managed by Firm $4,059,119,000
No. of Clients 50
No. of Advisors 24

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total50$4,059,119,000
High net worth individuals3$16,000
Pension and profit sharing plans8$38,000
Charitable organizations1$1,000
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