FORTE CAPITAL LLC Overview
Forte Capital Llc is an investment advisor that manages 683.6 MM dollars in regulatory AUM and has 12 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/14 to 03/31/23. The fund's latest filing disclosed 653MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/14 to 03/31/23. The fund's latest filing disclosed 653MM in positions, representing 96% of the manager's regulatory AUM.
FORTE CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORTE CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7% | Tech | 7.98% | -0.02% | 0 | 45% | ||
| VTV | 4.78% | ETF | 1.06% | -0.11% | 0 | 15% | ||
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FEATURED IN
FORTE CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David W. Henion | Member | August-1996 |
| Richard B. Nathan | Member | July-1997 |
| Adil Masood | Member | December-2001 |
| Ajit Deshpande | Member | May-2003 |
| Ann E. Walker | Chief Compliance Officer | September-2004 |
| Dennis E. Lohouse | Member | October-2009 |
| Edmond D. Sheidlower | Member | October-2009 |
FORTE CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FORTE CAPITAL LLC Investment Strategy
FORTE CAPITAL LLC Portfolio Concentration
FORTE CAPITAL LLC Location
95 ALLENS CREEK ROAD
BUILDING 1, SUITE 201
ROCHESTER, New York
UNITED STATES, 14618
BUILDING 1, SUITE 201
ROCHESTER, New York
UNITED STATES, 14618
FORTE CAPITAL LLC Contact Information
Phone Number: 585-586-8100
Fax Number: 585-697-2599
Website: null
Fax Number: 585-697-2599
Website: null
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