other names
  • FORT, L.P.

Adviser Profile

Registration status Terminated
As of Date 01/07/2026
ADV Location CHEVY CHASE, MD, United States
Adviser Type - Large advisory firm
Number of Employees 10 -9%
of those in investment advisory functions 7
AUM* 397,169,958 11%
of that, discretionary 397,169,958 11%
Private Fund GAV* 0 -100%
Avg Account Size 132,389,986 11%
SMA’s Yes
Private Funds 0 6
Contact Info 301 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 914M 457M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary