Fort LP

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Assets, Funds, Holdings

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Fort LP
CRD #168613
SEC #801-79113
CIK #0001633517
AUM
Employees 10 (70% Investors, 0% Brokers)
Phone301-986-6940
Address2 Wisconsin Circle
Chevy Chase, MD 20815-7003
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 1.1
Microsoft Corp 0.9
Alphabet Inc 0.7
Facebook Inc 0.6
Wal Mart Stores Inc 0.4
Home Depot Inc 0.4
General Electric Co 0.4
AbbVie Inc 0.4
International Business Machines Corp 0.3
Procter & Gamble Co 0.3
View All
Holdings by Sector ($M)
60048036024012002014201720212025
Type Form D Funds Date Sold AUM
HF Fort Global Long/Short LP [2018-10-22] 5.0 M 14.1 M
Filed 2019-08-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Fort Equity Market Neutral Cayman LP [2016-03-30] 30.1 M 16.9 M
Filed 2023-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Fort Global UCITS Contrarian Fund 2016-03-30 28.4 M
HF Fort Global UCITS Diversified Fund 2016-03-30 177.3 M
HF Fort Global Contrarian Cayman LP 2015-03-30 10.2 M
HF Fort Global Diversified Cayman LP 2015-03-30 82.9 M
HF P Fort Diversified Ltd 2015-03-30 39.2 M
HF Class C Segregated Portfolio of Fort Global Offshore Fund SPC 2014-01-16 54.4 M
HF Class D Segregated Portfolio of Fort Global Offshore Fund SPC [2014-01-16] 860.3 M 103.7 M
Filed 2025-07-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Fort Global Contrarian LP 2014-01-16 47.8 M
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 1 0.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 0.4
By Discretionary
Discretionary 3 0.4
Non-Discretionary 0 0.0
Total 3 0.4
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 0.3
Total 3 0.4
Form D Directors Role # Filings # Firms 2011 - 2026
Ebony Myles-Berry Director 93 36
Ian Goodall Director 141 33
Michael McDonald Director 123 30
David Barrett Executive Officer 54 5
Stuart Bohart Executive Officer 26 4
Scott Barnes Director, Executive Officer 184 3
Fort LP Executive Officer 7 3
James Wauchope Director 7 3
Andrew Keller Director, Executive Officer 16 2
Sanjiv Kumar Director, Executive Officer 14 2
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001633517]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional
Fund TypesHedge Fund
LEI549300U37K9NXCDYJQ96
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