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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fort LP
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| CRD # | 168613 |
| SEC # | 801-79113 |
| CIK # | 0001633517 |
| AUM | $397.2 M (2025-03-24) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 301-986-6940 |
| Address | 2 Wisconsin Circle Chevy Chase, MD 20815-7003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| 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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Fort Global Long/Short LP | [2018-10-22] | 5.0 | 14.1 |
| HF | Fort Equity Market Neutral Cayman LP | [2016-03-30] | 30.1 | 16.9 |
| HF | Fort Global UCITS Contrarian Fund | 2016-03-30 | 28.4 | |
| HF | Fort Global UCITS Diversified Fund | 2016-03-30 | 177.3 | |
| HF | Fort Global Contrarian Cayman LP | 2015-03-30 | 10.2 | |
| HF | Fort Global Diversified Cayman LP | 2015-03-30 | 82.9 | |
| HF | P Fort Diversified Ltd | 2015-03-30 | 39.2 | |
| HF | Class C Segregated Portfolio of Fort Global Offshore Fund SPC | 2014-01-16 | 54.4 | |
| HF | Class D Segregated Portfolio of Fort Global Offshore Fund SPC | [2014-01-16] | 860.3 | 103.7 |
| HF | Fort Global Contrarian LP | 2014-01-16 | 47.8 | |
| 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 | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ebony Mylesberry | 90 | ||
| Ian Goodall | 141 | ||
| Michael McDonald | 116 | ||
| David Barrett | 53 | ||
| Stuart Bohart | 26 | ||
| Scott Barnes | 184 | ||
| Fort LP | 7 | ||
| James Wauchope | 7 | ||
| Andrew Keller | 16 | ||
| Sanjiv Kumar | 14 | ||
| Christopher Snyder | 12 | ||
| Yves Balcer | 12 | ||
| Devan Musser | 8 | ||
| David Osztreicher | 5 | ||
| Spyros Papadakis | 4 | ||
| Alan Marantz | 1 | ||
| Sanjiv Kuman | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633517] |
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