FORT STREET ASSET MANAGEMENT LLC

Overview

Fort Street Asset Management LLC is an independent registered investment adviser that runs discretionary strategies for individuals, families and institutions. The firm shows a clear preference for listed equities and exchange-traded instruments as the primary building blocks of client portfolios, while also sponsoring and operating pooled vehicles. Its business model mixes traditional advisory services—financial planning and portfolio management for individuals and small businesses—with manager responsibilities for pooled investment funds, including acting as sponsor, general partner and managing member. Fee arrangements include both a percentage-of-assets component and performance-based fees, reflecting active management and private-fund activity alongside standard advisory relationships. The firm is SEC-registered as of 2024 and is organized as a limited liability company owned by an individual. It is not characterized as an active ESG investor and does not operate as a multi-state adviser under the filing details.

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Public Holdings

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Location & Offices