Fort LP

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Fort LP ✚
CRD #	168613
SEC #	801-79113
CIK #
AUM
Employees	10 (70% Investors, 0% Brokers)
Fees
Minimum
Phone	301-986-6940
Address	2 Wisconsin Circle Chevy Chase, MD 20815-7003
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

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
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
Christopher Snyder	Director, Executive Officer	12	2
Yves Balcer	Director, Executive Officer	12	2
Devan Musser	Director, Executive Officer	8	2
David Osztreicher	Director	5	2
Spyros Papadakis	Executive Officer	4	2
Sanjiv Kuman	Director	1	1
Alan Marantz	Executive Officer	1	1

Assets, Funds, Holdings