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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVID A DUFFIELD TRUST | DE | PARTNER | NA | |
| GARRISON, CHARLES, JEFFREY | I | MEMBER | NA | Control |
| GARRISON, CHARLES, JEFFREY | I | MEMBER | NA | Control |
| HARRISON, CHARLES, JEFFREY | I | MEMBER | NA | Control |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| LOHOUSE, DENNIS, ELMER | I | MEMBER | NA | |
| NATHAN, RICHARD, BRENT | I | MEMBER | NA | |
| NATHAN, RICHARD, BRENT | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, ANN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | C | |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| DESHPANDE, AJIT | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING DIRECTOR | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING DIRECTOR | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING PARTNER | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING DIRECTOR | C | Control |
| HENION, DAVID, WILLIAM | I | MANAGING DIRECTOR | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| HENION, DAVID, WILLIAM | I | MEMBER | C | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | C | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | C | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | C | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | C | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | C | Control |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| AJIT J. DESHPANDE REVOCABLE TRUST | DE | MEMBER | B | |
| DAVID A DUFFIELD TRUST | DE | PARTNER | B | |
| DAVID A DUFFIELD TRUST | DE | PARTNER | B | |
| DAVID A DUFFIELD TRUST | DE | PARTNER | B | |
| DAVID A DUFFIELD TRUST | DE | MEMBER | B | |
| DAVID A DUFFIELD TRUST | DE | PARTNER | B | |
| DAVID A DUFFIELD TRUST | DE | PARTNER | B | |
| DAVID A DUFFIELD TRUST | DE | PARTNER | B | |
| DAVID A DUFFIELD TRUST | DE | MEMBER | B | |
| DAVID A DUFFIELD TRUST | DE | MEMBER | B | |
| DAVID A DUFFIELD TRUST | DE | MEMBER | B | |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | MEMBER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | PARTNER | B | Control |
| DESHPANDE, AJIT | I | MEMBER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | PARTNER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MASOOD, ADIL, G | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | B | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | B | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | B | Control |
| NATHAN, RICHARD, BRENT | I | PARTNER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | |
| NATHAN, RICHARD, BRENT | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | Control |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | Control |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | Control |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | Control |
| SHEIDLOWER, EDMOND, DAVID | I | MEMBER | B | Control |
| FORTE CAPITAL PARTNERS LLC | DE | MEMBER | A | |
| MASOOD, ADIL | I | MEMBER | A | Control |
| MASOOD, ADIL | I | MEMBER | A | Control |
| NATHAN, RICHARD, BRENT | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL | I | AJIT DESHPANDE REVOCABLE LIVING TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
| MASOOD, ADIL, G | I | AJIT J. DESHPANDE REVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (32)
AZ CA CO CT DE FL GA HI IL LA MA MD ME MI MO NC NH NJ NV NY OH OR PA RI SC TN TX VA VT WA WI WV
Address
400 LINDEN OAKSSUITE 310
ROCHESTER, NY 14625
United States
Phone: 585-586-8100