# Fortrove Partners

> Fortrove Partners is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 328536
- Filed as: FORTROVE PARTNERS
- Legal name: Fortrove Partners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328536
- AdvisorCensus page: https://advisorcensus.com/firm/fortrove-partners-328536

## Quick answers

**How is Fortrove Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Fortrove Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Fortrove Partners registered with the SEC or a state?**
Fortrove Partners is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328536.

**How much does Fortrove Partners manage?**
Fortrove Partners reports $5,750,064 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**What types of clients does Fortrove Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (2).

**Does Fortrove Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328536

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,750,064
- Discretionary: $5,750,064
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,095,174 |
| High net worth individuals | 2 | $4,654,890 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortrovepartners.com
- LinkedIn @fortrovepartners
- LinkedIn @joeforish

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortrove Partners (CRD 328536): Form ADV filing data as of October 2026.