| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Miller Control | Executive Vice President & Chief Financial Officer | Under 5% | 2024 |
| Acrisure, LLC Control | Owner | Over 75% | 2024 |
| Courtney Lynne Kolenda Control | Vice President Of Licensing | Under 5% | 2024 |
Forte Asset Management, LLC reports $239.3 million in regulatory assets under management on its Form ADV.
Forte Asset Management, LLC reports 2 employees.
Forte Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 917-868-9104 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $239.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $239.3M |