Forestview Financial Partners, LLC

Overview

Forestview Financial Partners, LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and a limited set of institutional clients. The firm’s advisory mix includes financial planning, portfolio management for individuals and small businesses, pension consulting-related work and the selection and oversight of third‑party advisers. Fee arrangements are flexible—percentage of AUM plus hourly and fixed-fee engagements are used depending on client needs. Investment activity is centered on publicly traded equities as the primary exposure, while the firm also deploys external alternative managers across private equity, venture capital, hedge funds, private placements, real estate and commodities. Forestview does not identify as an active ESG investor. Client programs appear to be run on a discretionary basis, with the firm favoring liquid, exchange-traded instruments alongside selectively allocated private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices