| 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 |
Forte Capital LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Forte Capital LLC reports 20 employees.
Forte Capital LLC is based in Rochester, NY.
Forte Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 Linden Oaks, Suite 310, Rochester, NY 14625 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.43B |
| Non-discretionary | $22.4M |
| Total (RAUM) | $1.45B |