FORTWOOD CAPITAL LP
CRD #329381 SEC #801-129628 GREENWICH, CT 475-303-3380
SEC Registered Private Funds
Total AUM
$320.8M
Discretionary
$320.8M
Employees
9
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
- LEI
- 894500X87PBQJO59X191
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORTWOOD CAPITAL GP LLC | DE | GENERAL PARTNER | NA | Control |
| FORTWOOD CAPITAL GP LLC | DE | GENERAL PARTNER | NA | Control |
| FORTWOOD CAPITAL GP LLC | DE | GENERAL PARTNER | NA | Control |
| HASENAUER, ERIC, ROMAN | I | VICE PRESIDENT | NA | |
| Marzec, Timothy, Michael | I | VICE PRESIDENT | NA | |
| RICKETTS, JOHN, WYATT | I | VICE PRESIDENT | NA | |
| Reynolds, Stephen, Edward | I | VICE PRESIDENT | NA | |
| SIMONETTE, GARY, J | I | VICE PRESIDENT | NA | |
| CONNOR, CLARK & LUNN (USA) LTD. | DE | PARTNER | D | Control |
| CONNOR, CLARK & LUNN (USA) LTD. | DE | PARTNER | D | Control |
| CONNOR, CLARK & LUNN (USA) LTD. | DE | PARTNER | D | Control |
| CONNOR, CLARK & LUNN (USA) LTD. | DE | PARTNER | D | Control |
| Mormile, Michael, John | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| Mormile, Michael, John | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| Mormile, Michael, John | I | CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| Mormile, Michael, John | I | PARTNER, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| HARTOFILIS, JONATHAN, STEVEN | I | VICE PRESIDENT, HEAD OF TRADING | B | |
| HARTOFILIS, JONATHAN, STEVEN | I | VICE PRESIDENT, HEAD OF TRADING | B | |
| HARTOFILIS, JONATHAN, STEVEN | I | VICE PRESIDENT, HEAD OF TRADING | B | |
| HARTOFILIS, JONATHAN, STEVEN | I | PARTNER, VICE PRESIDENT | B | |
| Li, Richard, William | I | DIRECTOR OF RESEARCH | A | |
| Li, Richard, William | I | DIRECTOR OF RESEARCH | A | |
| Li, Richard, William | I | DIRECTOR OF RESEARCH | A | |
| Li, Richard, William | I | PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP | FE | CONNOR, CLARK & LUNN FINANCIAL GROUP LP | E | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP | FE | CONNOR, CLARK & LUNN FINANCIAL GROUP LP | E | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP LP | FE | CONNOR, CLARK & LUNN (USA) LTD. | E | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP LP | FE | CONNOR, CLARK & LUNN (USA) LTD. | E | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP LTD. | FE | CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP | E | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP LTD. | FE | CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP | E | Control |
| CONNOR, CLARK & LUNN USA HOLDINGS LTD. | FE | CONNOR, CLARK & LUNN (USA) LTD. | E | Control |
| CONNOR, CLARK & LUNN (USA) LTD. | DE | FORTWOOD CAPITAL GP LLC | D | Control |
| CONNOR, CLARK & LUNN (USA) LTD. | DE | FORTWOOD CAPITAL GP LLC | D | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP | FE | CONNOR, CLARK & LUNN FINANCIAL GROUP LP | D | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP LP | FE | CONNOR, CLARK & LUNN (USA) LTD. | D | Control |
| CONNOR, CLARK & LUNN FINANCIAL GROUP LTD. | FE | CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP | D | Control |
| Mormile, Michael, John | I | FORTWOOD CAPITAL GP LLC | C | Control |
| Mormile, Michael, John | I | FORTWOOD CAPITAL GP LLC | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Address
50 OLD FIELD POINT ROADGREENWICH, CT 06830
United States
Phone: 475-303-3380