Forte Capital LLC
- Assets, Funds, Holdings
| Forte Capital LLC
|
| CRD # | 109941 |
| SEC # | 801-55817 |
| CIK # | 0001022314 |
| AUM |
|
| Employees |
20 (25% Investors, 0% Brokers)
|
| Phone | 585-586-8100 |
| Address | 400 Linden Oaks
Rochester, NY 14625 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
562
|
198.3 |
| (b) Individuals (high net worth individuals) |
355
|
1,113.8 |
| (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 |
0 |
0.0 |
| (g) Pension and profit sharing plans |
28 |
92.9 |
| (h) Charitable organizations |
11 |
47.4 |
| (i) State or municipal government entities |
0 |
0.0 |
| (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 |
2,180 |
1,452.4 |
| By Discretionary |
| Discretionary |
2,161 |
1,430.0 |
| Non-Discretionary |
19 |
22.4 |
| Total |
2,180 |
1,452.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,452.4 |
| Total |
2,180 |
1,452.4 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.6B |
| Clients | 1 |
| Serves | Retail, Research |
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