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 organized as a hedge fund adviser that serves institutional clients. The firm is SEC-registered (2024) and charges a combination of percentage-of-AUM and performance-based fees. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. Fortwood is not classified as a capital allocator and does not identify as an active ESG investor. The firm also wears sponsor/GP and related pooled-vehicle roles and lists affiliations consistent with being an other investment adviser, CPO/CTA, and managing member of pooled investment vehicles. Ownership is a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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