Forte Capital is an investment advisor in Rochester with $1.45 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-55817
FINRA CRD number
109941
AUM ?
$1.28 bn
(as of 6 Feb 24)
Accounts
2,232
(as of 6 Feb 24)
Employees
21
(5 investment advisory or research)
Address
Forte Capital
400 LINDEN OAKS
SUITE 310
ROCHESTER
NY 14625
400 LINDEN OAKS
SUITE 310
ROCHESTER
NY 14625
Phone
585-586-8100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22