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| Fortigent LLC
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| |
|---|---|
| CRD # | 138164 |
| SEC # | 801-65931 |
| CIK # | |
| AUM | $3.5 BB (2023-11-29) |
| Employees | 10 (40% Investors, 40% Brokers) |
| Phone | 800-877-7210 |
| Address | 1055 LPL Way Fort Mill, SC 29715 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Access Marathon Fund LLC | [2012-01-04] | 0.0 | 0.0 |
| Other | Directional Quantitative Equity Fund LLC | [2012-01-04] | 123.3 | 123.3 |
| Other | Discretionary Managed Futures Fund LLC | [2012-01-04] | 141.2 | 138.4 |
| Other | Global Event-Driven Fund LLC | [2012-01-04] | 15.5 | 0.1 |
| Other | Ironwood Partners Access Fund LLC | [2012-01-04] | 35.2 | 34.9 |
| Other | Small Cap Long/Short Fund LLC | [2012-01-04] | 18.0 | 18.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 538 | 3.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 922 | 3.5 |
| By Discretionary | ||
| Discretionary | 922 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 922 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 922 | 3.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michael Mascis | 34 | |||
| Mitchell Tanzman | 33 | |||
| Gregory Brousseau | 22 | |||
| Andrew Putterman | 10 | |||
| David Littleton | 9 | |||
| Fortigent Strategies Company LLC NA | 5 | |||
| Fortigent LLC NA | 5 | |||
| Central Park Fund Administration LLC NA | 2 | |||
| Central Park Group LLC NA | 2 | |||
| Central Park Advisers LLC NA | 2 | |||
| View All | ||||
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