Fort Street Asset Management LLC
Fort Street Asset Management LLC is an SEC-registered wealth manager in Honolulu, HI with $195.4M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Fort Street Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305446, SEC 801-129378, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $195.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Honolulu, HI
- Employees
- 2
- Clients
- 30
- CRD
- 305446
- Ownership
- DODSON, CLINTON, JAMES; WERTHEIMER, RICHARD, M
How much AUM does Fort Street Asset Management LLC have?
Fort Street Asset Management LLC reported $195.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fort Street Asset Management LLC?
Disclosed owners and executives of Fort Street Asset Management LLC include DODSON, CLINTON, JAMES, WERTHEIMER, RICHARD, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.