James Patrick Fortescue
Chief Executive OfficerPiton Investment Management, LPCRD 2664841
About James Patrick Fortescue
James Patrick Fortescue is listed as Chief Executive Officer at Piton Investment Management, LP in Garden City, NY. Form ADV reports a beneficial ownership band of Under 5%. James Patrick Fortescue is associated with 8 registered advisers.
Reported ownership
Owns Under 5% of Piton Investment Management, LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Patrick Fortescue work?
James Patrick Fortescue is listed as Chief Executive Officer at Piton Investment Management, LP on SEC Form ADV.
How much of Piton Investment Management, LP does James Patrick Fortescue own?
Form ADV reports a beneficial ownership band of Under 5%.
Piton Investment Management, LP
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
U.S. Capital Wealth Advisors, LLC
| Title | Managing Partner |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2019 |
Arax Advisory Partners, LLC
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Plh Family Office, LLC
| Title | Managing Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Piton Investment Management, LP
| Title | Elected Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2015 |
Halo Investment Services, LLC
| Title | Elected Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2015 |
Plh Family Office, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |