Investment adviser · CRD 110163

FOREST INVESTMENT ASSOCIATES

Investment adviser filing (IA)

FOREST INVESTMENT ASSOCIATES L.P.

ATLANTA, GA, United States · Form ADV filed Apr 2, 2026

Regulatory AUM: $5.24B
Client accounts: 20
Employees: 55
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Government entities	6	$2,243,452,564	42.9%
Retirement plans	5	$1,543,531,009	29.5%
Pooled investment vehicles	5	$1,278,821,176	24.4%
High-net-worth individuals	Fewer than 5	$151,907,311	2.9%
Other clients	Fewer than 5	$17,505,948	0.3%

Filing source

Form ADV 2091131 · Apr 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FIA TIMBER GROWTH PARTNERS, LPReal Estate Fund · Last reported Apr 2, 2026$331MGross asset value

Form D fundraising filings

FIA TIMBER GROWTH PARTNERS LP

Auditor RSM US, LLP RALEIGH, North Carolina, United States

Custodian WELLS FARGO ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-6594352654
Reported beneficial owners: 5
Minimum commitment: $5M
Form D file number: 021-122581

Form ADV 2091131 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BAVARIAN TIMBER 2015, LLCReal Estate Fund · Last reported Apr 2, 2026$313MGross asset value

Auditor FRAZIER & DEETER ATLANTA, Georgia, United States

Custodian WELLS FARGO ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FRAZIER & DEETER
PCAOB 215

Fund details & source

Fund ID: 805-9116826012
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 2091131 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIA TIMBER GROWTH AND VALUE PARTNERS, L.P.Real Estate Fund · Last reported Apr 2, 2026$245MGross asset value

Feeder funds

FIA TIMBER GROWTH AND VALUE PARTNERS FEEDER, L.P.

Auditor RSM US, LLP RALEIGH, North Carolina, United States

Custodian TRUIST, INC. ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-8155487547
Reported beneficial owners: 10
Minimum commitment: $500K
Form D file number: 021-244145

Form ADV 2091131 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIA TIMBER GROWTH AND VALUE PARTNERS A, L.P.Real Estate Fund · Last reported Apr 2, 2026$242MGross asset value

Form D fundraising filings

FIA Timber Growth & Value Partners A, L.P.

Auditor RSM US, LLP RALEIGH, North Carolina, United States

Custodian TRUIST, INC. ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-4234977257
Reported beneficial owners: 2
Minimum commitment: $500K
Form D file number: 021-221439

Form ADV 2091131 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIA TIMBER PARTNERS II, LPReal Estate Fund · Last reported Apr 2, 2026$147MGross asset value

Form D fundraising filings

FIA Timber Partners II, L.P.

Auditor FRAZIER & DEETER ATLANTA, Georgia, United States

Custodian TRUIST, INC. ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FRAZIER & DEETER
PCAOB 215

Fund details & source

Fund ID: 805-6576837945
Reported beneficial owners: 9
Minimum commitment: $5M
Form D file number: 021-135004

Form ADV 2091131 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIA TIMBER PARTNERS, L.P.Real Estate Fund · Last reported Jun 30, 2020$4.86MGross asset value

Auditor FRAZIER & DEETER ATLANTA, Georgia, United States

Custodian SUNTRUST BANKS, INC. ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FRAZIER & DEETER
PCAOB 215

Fund details & source

Fund ID: 805-7167007625
Reported beneficial owners: 85
Minimum commitment: $5M
Form D file number: 021-66361

Form ADV 1440594 · Jun 30, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIA TIMBER PARTNERS SPECIAL SITUATION FUND, L.P.Real Estate Fund · Last reported Feb 6, 2019$1.17MGross asset value

Auditor FRAZIER & DEETER ATLANTA, Georgia, United States

Custodian SUNTRUST BANKS, INC. ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FRAZIER & DEETER
PCAOB 215

Fund details & source

Fund ID: 805-7512028249
Reported beneficial owners: 24
Minimum commitment: $5M
Form D file number: 021-85576

Form ADV 1273639 · Feb 6, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 2, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

15 PIEDMONT CENTER, SUITE 1250
ATLANTA, GA, 30305-1509, United States

CRD 110163

Filing source

Form ADV 2091131 · Apr 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.