Data / Investment advisers / Connecticut / Fortwood Capital LP
Fortwood Capital LP, Greenwich, CT: $513 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fortwood Capital LP is an SEC registered investment adviser with its main office in Greenwich, Connecticut and reports $513 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include other investment advisers and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Fortwood Capital LP (CRD number 329381): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 329381
- SEC file number
- 801-129628
- SEC status
- Approved, effective March 6, 2024
- Main office
- 50 Old Field Point Road, Greenwich, CT 06830
- Phone
- (475) 303-3380
- Regulatory AUM
- $512,981,706 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $512,981,706
- Accounts
- 3
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $146,261,721
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $366.7 million |
| Pooled investment vehicles | 1 | $146.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $513 million | March 31, 2026 |
| December 1, 2025 | $320.8 million | March 28, 2025 |
Other advisers in Greenwich
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eagle Health Investments LP | Greenwich | $605.3 million | 1 | adviserinfo.sec.gov |
| Endeavour Capital Advisors Inc. | Greenwich | $602.7 million | 3 | adviserinfo.sec.gov |
| GFG Alternative Investment Advisors LLC | Greenwich | $599.6 million | 3 | adviserinfo.sec.gov |
| N10° Wealth | Greenwich | $553.1 million | Not listed | adviserinfo.sec.gov |
| 3 Boomerang Capital, LP | Greenwich | $546.1 million | 6 | adviserinfo.sec.gov |
| Quadratic Capital Management LLC | Greenwich | $508.1 million | Not listed | adviserinfo.sec.gov |
| Garden Investments | Greenwich | $507.7 million | 2 | adviserinfo.sec.gov |
| Engle Capital Management, L.P. | Greenwich | $492.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwich, CT
- Investment advisers in Connecticut
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Fortwood Capital LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.