The FORT GROUP is a privately held investment adviser that advises $124.83Bn in regulatory assets under management held in 4 SEC fund types across 6 investment strategies. FORT GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 26.96% over the last 5-years.
The Group has been registered with the SEC for 35.9 years and is comprised of 5 filing and 0 relying advisers. They operate out of 65 office locations with their Headquarters at 303 BROADWAY SUITE 1200, CINCINNATI, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 388 employees comprised of 203 investment and 185 non-investment staff. The total number of Employees increased by 12.14% over the last 5-years.
Their $124.83Bn in assets advised are owned by 51 private funds, 41 public funds and BDCs and 117 other accounts. Assets of Insurance Companies clients own $60.82Bn or 48.72% of Total Assets and Investment Companies (IC) own $43.72Bn or 35.02% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Traditional LBO, representing 64.69%, 23.22% and 6.09% of total assets, respectively.
They advise 9 types of clients, top clients are Insurance Companies and Investment Companies (IC).
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 37 private funds with $2.44Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
FORT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.