NEW FORESTS INC. · Tank Allocator Loader

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NEW FORESTS INC.

UUID83c8d76b-5c3a-52f4-9532-1da0fa950620

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	165267	165267	—	1.0
sec_file_number	801-114546	801-114546	—	—

Profile

Websitehttps://www.youtube.com/channel/UCZUhXGWBs3By8EvqaQlvJEA

HQ CitySAN FRANCISCO

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)684,128,574.0
RAUM (discretionary)684,128,574.0
Actionable assets684,128,574.0
Accounts5.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BRENTLINGER, DAVID, ANDREW	CHAIRMAN OF THE BOARD, DIRECTOR	OFFICER	—	{"filing_id": "2011085", "owner_id": "6133821", "source": "adv_part1", "table": "Schedule_A_B"}
BRIGGS, JEFFREY, STEVEN	PRESIDENT; DIRECTOR	OFFICER	—	{"filing_id": "2011085", "owner_id": "2385669", "source": "adv_part1", "table": "Schedule_A_B"}
ELLIOT, MICHELLE	DIRECTOR	OFFICER	—	{"filing_id": "2011085", "owner_id": "7586753", "source": "adv_part1", "table": "Schedule_A_B"}
KENNEDY, PAUL	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2011085", "owner_id": "7816411", "source": "adv_part1", "table": "Schedule_A_B"}
MARSHALL, JEREMY, DAVID	VICE PRESIDENT	OFFICER	—	{"filing_id": "2011085", "owner_id": "7461046", "source": "adv_part1", "table": "Schedule_A_B"}
MEIER, JUSTIN, THOMAS	VICE PRESIDENT	OFFICER	—	{"filing_id": "2011085", "owner_id": "8155674", "source": "adv_part1", "table": "Schedule_A_B"}
MITSUI & CO., LTD.	INDIRECT SHAREHOLDER	OFFICER	—	{"filing_id": "2011085", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NEW FORESTS PTY LIMITED	SOLE SHAREHOLDER	OFFICER	—	{"filing_id": "2011085", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NOMURA HOLDINGS INC.	INDIRECT SHAREHOLDER	OFFICER	—	{"filing_id": "2011085", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORBERG, CHELSEY, ANN	SECRETARY	OFFICER	—	{"filing_id": "2011085", "owner_id": "7999032", "source": "adv_part1", "table": "Schedule_A_B"}
ROGERS, MARK, NICHOLAS	CHIEF EXECUTIVE OFFICER; DIRECTOR	OFFICER	—	{"filing_id": "2011085", "owner_id": "7443870", "source": "adv_part1", "table": "Schedule_A_B"}
SHANNON, AUDRIE, RAE	TREASURER, HEAD OF US FINANCE	OFFICER	—	{"filing_id": "2011085", "owner_id": "7443728", "source": "adv_part1", "table": "Schedule_A_B"}
HAGLER, ROBERT, WALKER	DIRECTOR	EMPLOYEE	—	{"filing_id": "2011085", "owner_id": "4537936", "source": "adv_part1", "table": "Schedule_A_B"}
RORABAUGH, SAMUEL, WALTER	VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2011085", "owner_id": "7816308", "source": "adv_part1", "table": "Schedule_A_B"}
WARMS, EMILY, RUSSELL-ROY	VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2011085", "owner_id": "7816397", "source": "adv_part1", "table": "Schedule_A_B"}
ZENICK, MATTHEW, FRANCIS	VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2011085", "owner_id": "7816310", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/22/2025 02:39:01 PM",
  "filing_id": "2011085",
  "reg_type": "IA"
}
```