Forte Capital LLC
CRD 109941SEC# 801-55817Rochester, NY
No longer SEC-registered. Forte Capital LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.45B
Employees
20
Accounts
2,180
Location
Rochester, NY
Forte Capital LLC assets under management
Forte Capital LLC is an investment advisory firm registered with the SEC based in Rochester, NY. It reports $1.5 billion in regulatory assets under management and employs 20 people.
Forte Capital LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adil G Masood Control | Member, Chief Compliance Officer | 25-50% | 2001 |
| Ajit J. Deshpande Revocable Trust | Member | 10-25% | 2016 |
| David William Henion Control | Member | 25-50% | 1996 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Forte Capital LLC manage?
Forte Capital LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Forte Capital LLC have?
Forte Capital LLC reports 20 employees.
Where is Forte Capital LLC located?
Forte Capital LLC is based in Rochester, NY.
Does Forte Capital LLC disclose fund performance?
Forte Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Linden Oaks, Suite 310, Rochester, NY 14625 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.45BNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.45Bregulatory AUM
Discretionary $1.43BNon-discretionary $22.4M