Se connecter Inscription gratuite

Fort Warren Capital Management, LP (Boston)


Fort Warren Capital Management, LP is a large advisory firm based in Boston. It manages $376.32 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Massachusetts.

Logo

Fort Warren Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fort Warren Capital Management: assets under management

The assets under management (AUM) of Fort Warren Capital Management, LP is $376.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $376.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fort Warren Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Fort Warren Capital Management, LP performs its advisory services is located at 175 Federal Street, Suite 900, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-443-2050 or by fax 617-443-2059. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at fortwarrencap.com.


Registered investment advisers similar to Fort Warren Capital Management, LP