← Tributary

FORT, L.P.

CHEVY CHASE, MD · CRD 168613 · IAPD ↗ · 301-986-6940

$397.2MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
February 2026 — FORT, L.P. (CHEVY CHASE, MD) left the SEC roster (was $397.2M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
33
April 2024 — FORT, L.P. reported RAUM down 34% ($543.5M -> $358.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.