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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

FORTWOOD CAPITAL LP

CRD 329381

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfcfdcbc-5c70-d6b8-c715-a9e75e77a414

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 3
On other graphs: 1
Observed: Feb 2, 2024 to Jun 26, 2026
6 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

FORTWOOD CAPITAL LP

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=5.0
Regulatory AUM: $513MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $513M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-129628
CRD: 329381
Filings on the tape: 6
First filed: Feb 2, 2024
Latest filed: Jun 26, 2026
Organised: Limited Partnership, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FWC EM ABSOLUTE RETURN CREDIT MASTER FUND LP	Hedge Fund	$93.4M	Jun 28, 2024	3	Jun 28, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONNOR, CLARK & LUNN (USA) LTD.	Shareholder	D	yes	11/2023	Feb 2, 2024	Jun 28, 2024
CONNOR, CLARK & LUNN (USA) LTD.	Partner	D	yes	11/2023	Feb 2, 2024	Jun 28, 2024
CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP	Partner	E	yes	11/2023	Feb 2, 2024	Jun 28, 2024
CONNOR, CLARK & LUNN FINANCIAL GROUP LP	Partner	E	yes	11/2023	Feb 2, 2024	Jun 28, 2024
CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.	Partner	E	yes	11/2023	Feb 2, 2024	Jun 28, 2024
CONNOR, CLARK & LUNN USA HOLDINGS LTD.	Partner	E	yes	03/2024	Jun 28, 2024	Jun 28, 2024
FORTWOOD CAPITAL GP LLC	GENERAL PARTNER	Na	yes	11/2023	Feb 9, 2024	Jun 28, 2024
Mormile, Michael, John	CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER	C	yes	11/2023	Feb 2, 2024	Jun 28, 2024
Mormile, Michael, John	Shareholder	C	yes	11/2023	Feb 2, 2024	Jun 28, 2024
HARTOFILIS, JONATHAN, STEVEN	VICE PRESIDENT, HEAD OF TRADING	B	no	11/2023	Feb 2, 2024	Jun 28, 2024
Li, Richard, William	DIRECTOR OF RESEARCH	A	no	11/2023	Feb 2, 2024	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD	n/a	Other adviser	$86B	N	yes	n/a
GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	n/a	Other adviser	$6.3B	N	yes	n/a
NS PARTNERS LTD	n/a	Asset manager	$5.9B	N	yes	n/a
VERGENT ASSET MANAGEMENT LLP	n/a	Asset manager	$1.2B	N	yes	n/a
PCJ INVESTMENT COUNSEL LTD.	n/a	Asset manager	$924M	N	yes	n/a
CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD.	n/a	n/a	n/a	N	yes	n/a
FORTWOOD CAPITAL GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$513M	$513M	9	4	0	1	n/a
2024	Mar 28, 2025	$321M	$321M	9	4	0	1	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$513M	$321M	59.9%	n/a	n/a	9	9	0	0

Relationships

Affiliated with (10)

← CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, common control
factForm ADV
→ CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NS PARTNERS LTDRegistered adviserother investment adviser, common control
factForm ADV
→ GLOBAL ALPHA CAPITAL MANAGEMENT LTD.Registered adviserother investment adviser, common control
factForm ADV
→ PCJ INVESTMENT COUNSEL LTD.Registered adviserother investment adviser, common control
factForm ADV
→ VERGENT ASSET MANAGEMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
← NS PARTNERS LTDRegistered adviserother investment adviser, common control
factForm ADV
← GLOBAL ALPHA CAPITAL MANAGEMENT LTD.Registered adviserother investment adviser, common control
factForm ADV
← PCJ INVESTMENT COUNSEL LTD.Registered adviserother investment adviser, common control
factForm ADV
← VERGENT ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ FWC EM ABSOLUTE RETURN CREDIT MASTER FUND LPPrivate fundHedge Fund, IA
Jun 28, 2024 to presentfactForm ADV

Owns (2)

← HARTOFILIS, JONATHAN, STEVENOwnerVICE PRESIDENT, HEAD OF TRADING, ownership code B, individual
Feb 2, 2024 to Jun 28, 2024factForm ADV
← Li, Richard, WilliamOwnerDIRECTOR OF RESEARCH, ownership code A, individual
Feb 2, 2024 to Jun 28, 2024factForm ADV

Controls (6)

← Mormile, Michael, JohnOwnerSHAREHOLDER, ownership code C, individual
Feb 2, 2024 to Jun 28, 2024factForm ADV
← CONNOR, CLARK & LUNN (USA) LTD.OwnerSHAREHOLDER, ownership code D, domestic entity
Feb 2, 2024 to Jun 28, 2024factForm ADV
← CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIPOwnerPARTNER, ownership code E, foreign entity
Feb 2, 2024 to Jun 28, 2024factForm ADV
← CONNOR, CLARK & LUNN FINANCIAL GROUP LPOwnerPARTNER, ownership code E, foreign entity
Feb 2, 2024 to Jun 28, 2024factForm ADV
← CONNOR, CLARK & LUNN USA HOLDINGS LTD.OwnerPARTNER, ownership code E, foreign entity
Jun 28, 2024 to Jun 28, 2024factForm ADV
← FORTWOOD CAPITAL GP LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Feb 9, 2024 to Jun 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Fortwood Capital Lp reported RAUM $513.0M, up 60% from $320.8M (2025-03-28 to 2026-03-31)
Form ADVobserved 5 days ago
$192M
Occurred
Mar 28, 2025
Regulatory AUM changed
Fortwood Capital Lp reported RAUM $320.8M, up 57% from $204.0M (2024-06-28 to 2025-03-28)
Form ADVobserved 5 days ago
$117M
Occurred
Feb 2, 2024
First Form ADV filing
Fortwood Capital Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfcfdcbc-5c70-d6b8-c715-a9e75e77a414
First observed: Feb 2, 2024
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FORTWOOD CAPITAL LP

CRD 329381

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dfcfdcbc-5c70-d6b8-c715-a9e75e77a414

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FWC EM ABSOLUTE RETURN CREDIT MASTER FUND LP

Hedge Fund

$93.4M

Jun 28, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNOR, CLARK & LUNN (USA) LTD.

Shareholder

yes

11/2023

Feb 2, 2024

Jun 28, 2024

CONNOR, CLARK & LUNN (USA) LTD.

Partner

yes

11/2023

Feb 2, 2024

Jun 28, 2024

CONNOR, CLARK & LUNN FINANCIAL GROUP INVESTMENT PARTNERSHIP

Partner

yes

11/2023

Feb 2, 2024

Jun 28, 2024

CONNOR, CLARK & LUNN FINANCIAL GROUP LP

Partner

yes

11/2023

Feb 2, 2024

Jun 28, 2024

CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.

Partner

yes

11/2023

Feb 2, 2024

Jun 28, 2024

CONNOR, CLARK & LUNN USA HOLDINGS LTD.

Partner

yes

03/2024

Jun 28, 2024

FORTWOOD CAPITAL GP LLC

GENERAL PARTNER

yes

11/2023

Feb 9, 2024

Jun 28, 2024

Mormile, Michael, John

CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

11/2023

Feb 2, 2024

Jun 28, 2024

Mormile, Michael, John

Shareholder

yes

11/2023

Feb 2, 2024

Jun 28, 2024

HARTOFILIS, JONATHAN, STEVEN

VICE PRESIDENT, HEAD OF TRADING

11/2023

Feb 2, 2024

Jun 28, 2024

Li, Richard, William

DIRECTOR OF RESEARCH

11/2023

Feb 2, 2024

Jun 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

n/a

Other adviser

$86B

yes

n/a

GLOBAL ALPHA CAPITAL MANAGEMENT LTD.

n/a

Other adviser

$6.3B

yes

n/a

NS PARTNERS LTD

n/a

Asset manager

$5.9B

yes

n/a

VERGENT ASSET MANAGEMENT LLP

n/a

Asset manager

$1.2B

yes

n/a

PCJ INVESTMENT COUNSEL LTD.

n/a

Asset manager

$924M

yes

n/a

CONNOR, CLARK & LUNN PRIVATE CAPITAL LTD.

n/a

yes

n/a

FORTWOOD CAPITAL GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$513M

n/a

2024

Mar 28, 2025

$321M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$513M

$321M

59.9%

n/a