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FORT STREET ASSET MANAGEMENT LLC

HONOLULU, HI · CRD 305446 · IAPD ↗ · fortstreetam.com · 808-265-1000

$195.4MRegulatory AUM
2Advisory reps
2Employees
50Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — FORT STREET ASSET MANAGEMENT LLC reported RAUM up 51% ($126.0M -> $190.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
February 2024 — FORT STREET ASSET MANAGEMENT LLC (HONOLULU, HI) is newly SEC-registered with $126.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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