FORTE CAPITAL LLC
CRD #109941 SEC #801-55817 ROCHESTER, NY 585-586-8100
SEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
Employees
20
Clients
10
Accounts
2,180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.5B | $1.4B | $22.4M | 20 | 1 |
| Oct 2024 | $1.3B | $1.3B | $13.8M | 21 | 5 |
| Feb 2024 | $1.3B | $1.3B | $13.8M | 21 | 5 |
| Jan 2024 | $1.1B | $1.1B | $11.9M | 21 | 10 |
| Feb 2023 | $1.1B | $1.1B | $11.9M | 21 | 10 |
| Dec 2022 | $1.4B | $1.4B | $85.7M | 19 | 10 |
| Nov 2022 | $1.4B | $1.4B | $85.7M | 19 | 10 |
| Jun 2022 | $1.4B | $1.4B | $85.7M | 19 | 10 |
| Jun 2022 | $1.4B | $1.4B | $85.7M | 19 | 10 |
| Feb 2022 | $1.4B | $1.4B | $85.7M | 19 | 10 |
| Nov 2021 | $1.2B | $1.1B | $73.6M | 21 | 0 |
| Oct 2021 | $1.2B | $1.1B | $73.6M | 21 | 0 |
| Apr 2021 | $1.2B | $1.1B | $73.6M | 21 | 0 |
| Apr 2021 | $1.2B | $1.1B | $73.6M | 21 | 0 |
| Feb 2021 | $1.2B | $1.1B | $73.6M | 21 | 0 |
| Jan 2021 | $987.5M | $907.5M | $80M | 20 | 0 |
| Aug 2020 | $987.5M | $907.5M | $80M | 20 | 0 |
| Jul 2020 | $987.5M | $907.5M | $80M | 20 | 0 |
| Jul 2020 | $987.5M | $907.5M | $80M | 20 | 0 |
| Jun 2020 | $987.5M | $907.5M | $80M | 20 | 0 |
| Feb 2020 | $987.5M | $907.5M | $80M | 20 | 0 |
| Aug 2019 | $797.8M | $758.1M | $39.7M | 18 | 0 |
| Mar 2019 | $797.8M | $758.1M | $39.7M | 18 | 0 |
| Mar 2019 | $797.8M | $758.1M | $39.7M | 18 | 0 |
| Mar 2019 | $797.8M | $758.1M | $39.7M | 18 | 0 |
| Nov 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| Nov 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| Oct 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| Oct 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| Aug 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| May 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| Mar 2018 | $787.3M | $742.1M | $45.3M | 18 | 0 |
| Sep 2017 | $683.1M | $639.8M | $43.3M | 16 | 500 |
| Mar 2017 | $683.1M | $639.8M | $43.3M | 16 | 500 |
| Mar 2016 | $658.6M | $633.6M | $25M | 16 | 500 |
| Feb 2016 | $658.6M | $633.6M | $25M | 16 | 500 |
| Oct 2015 | $683.6M | $646.7M | $36.9M | 12 | 500 |
| Jul 2015 | $683.6M | $646.7M | $36.9M | 12 | 500 |
| May 2015 | $683.6M | $646.7M | $36.9M | 12 | 500 |
| Mar 2015 | $683.6M | $646.7M | $36.9M | 12 | 500 |
| Aug 2014 | $660.1M | $622.4M | $37.7M | 13 | 700 |
| Mar 2014 | $660.1M | $622.4M | $37.7M | 13 | 700 |
| Jan 2014 | $660.1M | $622.4M | $37.7M | 13 | 700 |
| Mar 2013 | $588M | $553M | $35M | 13 | 700 |
| Oct 2012 | $553.1M | $522.2M | $30.8M | 11 | 700 |
| Mar 2012 | $553.1M | $522.2M | $30.8M | 11 | 700 |
| Jun 2011 | $514.8M | $486.5M | $28.3M | -- | -- |
| Mar 2010 | $427.8M | $352.2M | $75.6M | -- | -- |
| Oct 2009 | $339.2M | $302.8M | $36.3M | -- | -- |
| Apr 2009 | $339.2M | $302.8M | $36.3M | -- | -- |
| Mar 2009 | $339.2M | $302.8M | $36.3M | -- | -- |
| Mar 2008 | $472.5M | $412.1M | $60.4M | -- | -- |
| Sep 2007 | $399.3M | $319.9M | $79.4M | -- | -- |
| Aug 2007 | $399.3M | $319.9M | $79.4M | -- | -- |
| Feb 2007 | $399.3M | $319.9M | $79.4M | -- | -- |
| Mar 2006 | $320.9M | $246.7M | $74.2M | -- | -- |
| Nov 2005 | $260.4M | $201.5M | $58.9M | -- | -- |
| Sep 2005 | $260.4M | $201.5M | $58.9M | -- | -- |
| Dec 2004 | $177.7M | $129.6M | $48.1M | -- | -- |
| Mar 2004 | $177.7M | $129.6M | $48.1M | -- | -- |
| Oct 2003 | $74M | $73.9M | $83.1K | 10 | -- |
| Apr 2002 | $83M | $83M | $0 | 10 | -- |
DateFeb 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$22.4M
Employees20
Clients1
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.8M
Employees21
Clients5
DateFeb 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.8M
Employees21
Clients5
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.9M
Employees21
Clients10
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.9M
Employees21
Clients10
DateDec 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$85.7M
Employees19
Clients10
DateNov 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$85.7M
Employees19
Clients10
DateJun 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$85.7M
Employees19
Clients10
DateJun 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$85.7M
Employees19
Clients10
DateFeb 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$85.7M
Employees19
Clients10
DateNov 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.6M
Employees21
Clients0
DateOct 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.6M
Employees21
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.6M
Employees21
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.6M
Employees21
Clients0
DateFeb 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$73.6M
Employees21
Clients0
DateJan 2021
Total AUM$987.5M
Discretionary$907.5M
Non-Disc.$80M
Employees20
Clients0
DateAug 2020
Total AUM$987.5M
Discretionary$907.5M
Non-Disc.$80M
Employees20
Clients0
DateJul 2020
Total AUM$987.5M
Discretionary$907.5M
Non-Disc.$80M
Employees20
Clients0
DateJul 2020
Total AUM$987.5M
Discretionary$907.5M
Non-Disc.$80M
Employees20
Clients0
DateJun 2020
Total AUM$987.5M
Discretionary$907.5M
Non-Disc.$80M
Employees20
Clients0
DateFeb 2020
Total AUM$987.5M
Discretionary$907.5M
Non-Disc.$80M
Employees20
Clients0
DateAug 2019
Total AUM$797.8M
Discretionary$758.1M
Non-Disc.$39.7M
Employees18
Clients0
DateMar 2019
Total AUM$797.8M
Discretionary$758.1M
Non-Disc.$39.7M
Employees18
Clients0
DateMar 2019
Total AUM$797.8M
Discretionary$758.1M
Non-Disc.$39.7M
Employees18
Clients0
DateMar 2019
Total AUM$797.8M
Discretionary$758.1M
Non-Disc.$39.7M
Employees18
Clients0
DateNov 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateNov 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateOct 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateOct 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateAug 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateMay 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateMar 2018
Total AUM$787.3M
Discretionary$742.1M
Non-Disc.$45.3M
Employees18
Clients0
DateSep 2017
Total AUM$683.1M
Discretionary$639.8M
Non-Disc.$43.3M
Employees16
Clients500
DateMar 2017
Total AUM$683.1M
Discretionary$639.8M
Non-Disc.$43.3M
Employees16
Clients500
DateMar 2016
Total AUM$658.6M
Discretionary$633.6M
Non-Disc.$25M
Employees16
Clients500
DateFeb 2016
Total AUM$658.6M
Discretionary$633.6M
Non-Disc.$25M
Employees16
Clients500
DateOct 2015
Total AUM$683.6M
Discretionary$646.7M
Non-Disc.$36.9M
Employees12
Clients500
DateJul 2015
Total AUM$683.6M
Discretionary$646.7M
Non-Disc.$36.9M
Employees12
Clients500
DateMay 2015
Total AUM$683.6M
Discretionary$646.7M
Non-Disc.$36.9M
Employees12
Clients500
DateMar 2015
Total AUM$683.6M
Discretionary$646.7M
Non-Disc.$36.9M
Employees12
Clients500
DateAug 2014
Total AUM$660.1M
Discretionary$622.4M
Non-Disc.$37.7M
Employees13
Clients700
DateMar 2014
Total AUM$660.1M
Discretionary$622.4M
Non-Disc.$37.7M
Employees13
Clients700
DateJan 2014
Total AUM$660.1M
Discretionary$622.4M
Non-Disc.$37.7M
Employees13
Clients700
DateMar 2013
Total AUM$588M
Discretionary$553M
Non-Disc.$35M
Employees13
Clients700
DateOct 2012
Total AUM$553.1M
Discretionary$522.2M
Non-Disc.$30.8M
Employees11
Clients700
DateMar 2012
Total AUM$553.1M
Discretionary$522.2M
Non-Disc.$30.8M
Employees11
Clients700
DateJun 2011
Total AUM$514.8M
Discretionary$486.5M
Non-Disc.$28.3M
Employees--
Clients--
DateMar 2010
Total AUM$427.8M
Discretionary$352.2M
Non-Disc.$75.6M
Employees--
Clients--
DateOct 2009
Total AUM$339.2M
Discretionary$302.8M
Non-Disc.$36.3M
Employees--
Clients--
DateApr 2009
Total AUM$339.2M
Discretionary$302.8M
Non-Disc.$36.3M
Employees--
Clients--
DateMar 2009
Total AUM$339.2M
Discretionary$302.8M
Non-Disc.$36.3M
Employees--
Clients--
DateMar 2008
Total AUM$472.5M
Discretionary$412.1M
Non-Disc.$60.4M
Employees--
Clients--
DateSep 2007
Total AUM$399.3M
Discretionary$319.9M
Non-Disc.$79.4M
Employees--
Clients--
DateAug 2007
Total AUM$399.3M
Discretionary$319.9M
Non-Disc.$79.4M
Employees--
Clients--
DateFeb 2007
Total AUM$399.3M
Discretionary$319.9M
Non-Disc.$79.4M
Employees--
Clients--
DateMar 2006
Total AUM$320.9M
Discretionary$246.7M
Non-Disc.$74.2M
Employees--
Clients--
DateNov 2005
Total AUM$260.4M
Discretionary$201.5M
Non-Disc.$58.9M
Employees--
Clients--
DateSep 2005
Total AUM$260.4M
Discretionary$201.5M
Non-Disc.$58.9M
Employees--
Clients--
DateDec 2004
Total AUM$177.7M
Discretionary$129.6M
Non-Disc.$48.1M
Employees--
Clients--
DateMar 2004
Total AUM$177.7M
Discretionary$129.6M
Non-Disc.$48.1M
Employees--
Clients--
DateOct 2003
Total AUM$74M
Discretionary$73.9M
Non-Disc.$83.1K
Employees10
Clients--
DateApr 2002
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees10
Clients--