# Fortwood Capital LP

> Fortwood Capital LP is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 329381
- Filed as: FORTWOOD CAPITAL LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329381
- AdvisorCensus page: https://advisorcensus.com/firm/fortwood-capital-lp-greenwich-ct-329381

## Quick answers

**How is Fortwood Capital LP compensated?**
On its Form ADV (Item 5.E, October 2026), Fortwood Capital LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Fortwood Capital LP located?**
Fortwood Capital LP's principal office is in Greenwich, CT, according to its Form ADV.

**Is Fortwood Capital LP registered with the SEC or a state?**
Fortwood Capital LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329381.

**How much does Fortwood Capital LP manage?**
Fortwood Capital LP reports $512,981,706 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**How have Fortwood Capital LP's assets and staff changed since 2024?**
In the Form ADV data for Fortwood Capital LP: Regulatory assets under management: $204,008,642 in the October 2024 data and $512,981,706 in the October 2026 data, up 151%. Total employees: 9 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortwood Capital LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Fortwood Capital LP use?**
Fortwood Capital LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Investor Services Trust as a custodian holding 10% or more of its separately managed account assets.

**Does Fortwood Capital LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329381

**What changed in Fortwood Capital LP's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: None

> There is no minimum annual fee charged.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- RBC Investor Services Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $512,981,706
- Discretionary: $512,981,706
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $146,261,721 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $366,719,985 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortwoodcapital.cclgroup.com
- LinkedIn @fortwood-capital-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $204,008,642 | 9 | June 28, 2024 |
| October 2025 | $320,813,394 | 9 | March 28, 2025 |
| October 2026 | $512,981,706 | 9 | June 26, 2026 |

Regulatory assets under management: $204,008,642 in the October 2024 data and $512,981,706 in the October 2026 data, up 151%.
Total employees: 9 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $320,813,394 to $512,981,706 (+60%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortwood Capital LP (CRD 329381): Form ADV filing data as of October 2026.