SourcingSourcing

FORTWOOD CAPITAL LP

C39
CRD 329381·SEC 801-129628·GREENWICH, CT
AUM
$513.0M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTWOOD CAPITAL LP
CRD
329381
SEC file #
801-129628
EIN
991382184
DBA names
—

Economics

AUM
$513.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$320.8M → $513.0M▲ +60%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/fortwood-capital-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONNOR, CLARK & LUNN (USA)
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
CONNOR, CLARK & LUNN (USA)
Mormile, Michael, John
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:fortwood.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002016925
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2025-04-17
Edgar Last Filing Date
2025-12-09
Edgar Form D Count
3
Edgar Form D Offerings
2025-12-092025-12-09 · 0002016925-25-000004
2025-05-012025-05-01 · 0002016925-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
Edgar Addresses
Mailing
50 OLD FIELD POINT ROADGREENWICH, CT 06830
Business
50 OLD FIELD POINT ROADGREENWICH, CT 06830
Edgar EIN
991382184
Edgar Recent Filings
D/A2025-12-09 · 0002016925-25-000004
D/A2025-05-01 · 0002016925-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
Mormile, Michael, John
Direct Owner · 37.5%
7854760
HARTOFILIS, JONATHAN, STEVEN
Direct Owner · 17.5%
4675825
Li, Richard, William
Direct Owner · 7.5%
7854773
HASENAUER, ERIC, ROMAN
Executive Officer · 2.5%
4260318
Marzec, Timothy, Michael
Executive Officer · 2.5%
6592061
Reynolds, Stephen, Edward
Executive Officer · 2.5%
4843745
RICKETTS, JOHN, WYATT
Executive Officer · 2.5%
1665312
SIMONETTE, GARY, J
Executive Officer · 2.5%
5376689