Fortwood Capital LP
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 329381
- Registered since
- March 6, 2024
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers71.49%
- Pooled Investment Vehicles28.51%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fortwood Capital LP is a limited partnership that operates as a hedge fund adviser to institutional clients. The firm is SEC-registered (2024) and charges a combination of asset-based fees and performance fees consistent with pooled-vehicle hedge fund structures. Its advisory responsibilities emphasize portfolio management for pooled investment vehicles and for businesses or institutional accounts. Fortwood does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator. Fortwood also serves in sponsor/GP and commodity pool/CTA capacities, indicating it creates and manages pooled vehicles in-house in addition to providing advisory services. The owner type is a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds58%
- Sovereign Bonds32%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Michael Mormile
Chief Executive OfficerCRD 7854760
Contacts
3 of 7Jonathan Hartofilis
Head of TradingCRD 4675825
Richard Li
Director of Research, PartnerCRD 7854773
Timothy Marzec
Vice PresidentCRD 6592061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 50 Old Field Point Rd
- Time zone
- ET (UTC-5)
- Office locations
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