FORTWOOD CAPITAL LP

RIASEC RegisteredEst. 2024
Total AUM
$513M
Discretionary
$513M
100% of AUM
Avg account
$171M
Accounts
3
Employees
9
Advisory reps
8

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 58%, Sovereign Bonds 32%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 3%58%
  • Non-Investment Grade Corp Bonds58%
  • Sovereign Bonds32%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Michael Mormile

    Chief Executive OfficerCRD 7854760

Contacts

3 of 7
  • JONATHAN HARTOFILIS

    Head of TradingCRD 4675825

  • Richard Li

    Director of Research, PartnerCRD 7854773

  • Timothy Marzec

    Vice PresidentCRD 6592061

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth