FORT ROSS CAPITAL MANAGEMENT, LLC

Overview

Fort Ross Capital Management, LLC is a small, privately owned investment adviser that provides discretionary portfolio management to both high-net-worth individuals/families and institutions. The firm offers customized portfolio management for individuals, small businesses and larger business or institutional clients and charges a mix of percentage-of-AUM, fixed fees and performance-based fees. Its filings show a pronounced preference for liquidity: the bulk of assets are held in cash and cash equivalents, and the firm reports active use of third‑party hedge fund managers as part of its investment mix. Fort Ross is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. The combination of a concentrated client base, discretionary mandates and performance-fee arrangements indicates a boutique operator that blends traditional discretionary management with access to alternative strategies that can justify incentive fees.

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Investments & Alternatives

Location & Offices