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