Fort Ross Capital Management, LLC
Firm details
- Headquarters
- Monrovia, California
- CRD number
- 128064
- Website
- www.fortrosscapital.com
- Custodians
- TRADESTATION SECURITIES, INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses75%
- HNWI25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fort Ross Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm works with both individual/family and institutional clients and focuses on discretionary portfolio management for individuals, small businesses and institutions. Its fee arrangements include assets-under-management fees, fixed fees and performance-based fees. Fort Ross does not describe itself as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents83%
- Exchange Traded Equities17%
Contacts
2 of 2Nikolai Chuvakhin
Investment Advisor RepresentativeCRD 4695840
Andrey Danilenko
Managing MemberCRD 4694617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monrovia, CA
Los Angeles
Location
Monrovia, CA
Headquartered in Monrovia, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 130 E Chestnut Ave
- Time zone
- PT (UTC-8)
- Office locations
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