FORTWOOD CAPITAL LP

GRENWICH, Connecticut·3 registered advisors·CRD# 329381
SEC# 801-1296280475-303-3380
01

Firm Overview

AUM
$204M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at FORTWOOD CAPITAL LP

3 registered advisors
Jonathan Steven Hartofilis
GRENWICH, Connecticut
Michael John Mormile
GRENWICH, Connecticut
Richard William Li
GRENWICH, Connecticut
05

Office Locations

GRENWICH, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. FORTWOOD CAPITAL LP (CRD# 329381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.