FORT STREET ASSET MANAGEMENT LLC
CRD #305446 SEC #801-129378 HONOLULU, HI 808-265-1000
SEC Registered Private Funds
Total AUM
$190M
Discretionary
$190M
Employees
3
Clients
0
Accounts
52
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Hawaii
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DODSON, CLINTON, JAMES | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| DODSON, CLINTON, JAMES | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| DODSON, CLINTON, JAMES | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| WERTHEIMER, RICHARD, M | I | MEMBER | D | Control |
| WERTHEIMER, RICHARD, M | I | MEMBER | D | Control |
| WERTHEIMER, RICHARD, M | I | MEMBER | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (2)
HI TX
Address
900 FORT STREET MALL SUITE 1727HONOLULU, HI 96813
United States
Phone: 808-265-1000