Forte Asset Management, LLC
● SEC registered since 2005CRD 132969SEC# 801-64405
Reg. AUM
$315.2M
Employees
2
Accounts
153
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 $315.2 million in regulatory assets under management and employs 2 people.
Forte Asset Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Miller Control | Chief Financial Officer | Under 5% | 2024 |
| Acrisure, LLC Control | Owner | Over 75% | 2024 |
| Kent Snyder Control | Treasurer | Under 5% | 2024 |
| Ryan Gerard Foley Control | Executive Vice President | Under 5% | 2024 |
| Seth Ashby Control | Secretary | Under 5% | 2026 |
| Shawn Pelsinger Control | President | Under 5% | 2026 |
| Timothy Ireland Low Control | Managing Director & Chief Compliance Officer | Under 5% | 2005 |
| Acrisure Holdings, Inc. Control | 100% Of Single Class Of Membership Interest | Over 75% | 2013 |
| Acrisure Intermediate, Inc. Control | 100% Of Single Class Of Membership Interest | Over 75% | 2013 |
Frequently asked questions
How much does Forte Asset Management, LLC manage?
Forte Asset Management, LLC reports $315.2 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
$315.2M▲ 32%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$315.2Mregulatory AUM
Discretionary $315.2M