Forte Asset Management, LLC
● SEC registered since 2005CRD 132969SEC# 801-64405
Reg. AUM
$322.3M
Employees
2
Accounts
155
Location
—
Forte Asset Management, LLC assets under management
Forte Asset Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2005. It reports $322.3 million in regulatory assets under management and employs 2 people.
Forte Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fam Partners LLC Control | Direct Owner | Over 75% | 2026 |
| Timothy Ireland Low Control | President & Cco | Under 5% | 2005 |
| Timothy Ireland Low Control | Member | Over 75% | 2024 |
Frequently asked questions
How much does Forte Asset Management, LLC manage?
Forte Asset Management, LLC reports $322.3 million in regulatory assets under management on its Form ADV.
How many employees does Forte Asset Management, LLC have?
Forte Asset Management, LLC reports 2 employees.
Does Forte Asset Management, LLC disclose fund performance?
Forte Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 917-868-9104 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.3M▲ 35%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$322.3Mregulatory AUM
Discretionary $322.3M