AdvisorOS Directory
Claim Profile
Unclaimed Profile
JH

Jonathan Steven Hartofilis

FORTWOOD CAPITAL LP·GRENWICH, Connecticut
Clean recordFORTWOOD CAPITAL LP
50 OLD FIELD POINT ROAD, GRENWICH, CT 06830CRD# 4675825Firm CRD# 329381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Steven Hartofilis · GRENWICH, CT
Registration
CRD #4675825 · FORTWOOD CAPITAL LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Steven Hartofilis is a registered financial advisor based in GRENWICH, Connecticut, affiliated with FORTWOOD CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
FORTWOOD CAPITAL LP
FORTWOOD CAPITAL LP
AUM
$204M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FORTWOOD CAPITAL LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4675825
Firm CRD# 329381
View on FINRA BrokerCheck →

Looking for a financial advisor in GRENWICH?

Browse all registered financial advisors in GRENWICH, Connecticut or claim this profile if it's yours.

Browse GRENWICH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan Steven Hartofilis offer?
Jonathan Steven Hartofilis specializes in Retirement Planning, Wealth Management. Contact their office in GRENWICH, Connecticut for a consultation.
What are Jonathan Steven Hartofilis's credentials?
Jonathan Steven Hartofilis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Steven Hartofilis located?
Jonathan Steven Hartofilis is based in GRENWICH, Connecticut, working with FORTWOOD CAPITAL LP. Their office serves clients in the GRENWICH metropolitan area and surrounding communities.
How does Jonathan Steven Hartofilis charge for services?
Jonathan Steven Hartofilis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTWOOD CAPITAL LP?
FORTWOOD CAPITAL LP has approximately 9 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FORTWOOD CAPITAL LP

Richard William Li
GRENWICH, CT
Michael John Mormile
GRENWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile