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FORT ROSS CAPITAL MANAGEMENT, LLC
FORTROSS CAPITAL MANAGEMENT, LLC
CRD 128064
130 EAST CHESTNUT AVENUE, MONROVIA, CA, 91016, United States
Phone
310-600-1504
Fax
626-359-6522
Registration
— (—)
Source
State registered
Total AUM
$16.0M
Discretionary AUM
$16.0M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $4.0M |
| Corporations/business entities | 2 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD