Overview
Assets Under Management: $195 million
Headquarters: HONOLULU, HI
High-Net-Worth Clients: 12
Average Client Assets: $5.5 million
Frequently Asked Questions
FORT STREET ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305446), FORT STREET ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
FORT STREET ASSET MANAGEMENT LLC is headquartered in HONOLULU, HI.
FORT STREET ASSET MANAGEMENT LLC serves 12 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FORT STREET ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
FORT STREET ASSET MANAGEMENT LLC manages $195 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FORT STREET ASSET MANAGEMENT LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.72%
Average Client Assets: $5.5 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 305446
Filing ID: 2057254
Last Filing Date: 2026-03-31 08:24:25