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FORTWOOD CAPITAL LP

GREENWICH, CT · CRD 329381 · IAPD ↗ · 475-303-3380

$513.0MRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — FORTWOOD CAPITAL LP crossed $500M in regulatory AUM ($320.8M -> $513.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
April 2025 — FORTWOOD CAPITAL LP moved its main office from GRENWICH, CT to GREENWICH, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
54
April 2025 — FORTWOOD CAPITAL LP reported RAUM up 57% ($204.0M -> $320.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2024 — FORTWOOD CAPITAL LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
July 2024 — FORTWOOD CAPITAL LP now reports custody of client assets ($93.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
July 2024 — FORTWOOD CAPITAL LP now reports 1 private fund(s) ($93.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2024 — FORTWOOD CAPITAL LP (GRENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.