DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F••••••• C•••••• L•
Latest filing Jun 26, 2026
First filing on the tape Feb 2, 2024 · 6 filings
SEC status approved since Mar 6, 2024
RAUM
$513M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$513M as of Jun 26, 2026
Mar 28, 2025$321M then
HNW client RAUM$0 as of Jun 26, 2026
Mar 28, 2025$0 then
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 28, 20250 then
Employees (5.A)9 as of Jun 26, 2026
Mar 28, 20259 then
Private funds1 as of Jun 26, 2026
Mar 28, 20251 then
RAUM +60% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $171MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +60%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$367M71%
- Pooled investment vehicles$146M29%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=5.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•• E• A••••••• R••••• C••••• M••••• F••• L• | Hedge Fund | $93.4M | 3 | Jun 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• M••••••• J••• · Chief Executive Officer, President And Chief Compliance Officercontrolsince 11/2023 · owns 25% to 50%
- M••••••• M••••••• J••• · Shareholdercontrolsince 11/2023 · owns 25% to 50% of F••••••• C•••••• G• L••
- H••••••••• J•••••••• S••••• · Vice President, Head Of Tradingsince 11/2023 · owns 10% to 25%
- L•• R••••••• W•••••• · Director Of Researchsince 11/2023 · owns 5% to 10%
Entity owners
- C•••••• C•••• • L••• •••• L••• · Partnerdirect · owns 50% to 75%
- F••••••• C•••••• G• L•• · G•••••• Partnerdirect · owns less than 5%
- C•••••• C•••• • L••• •••• L••• · Shareholderindirect · owns 50% to 75% of F••••••• C•••••• G• L••
- C•••••• C•••• • L••• F•••••••• G•••• I••••••••• P••••••••• · Partnerindirect · owns 75% or more of C•••••• C•••• • L••• F•••••••• G•••• L•
- C•••••• C•••• • L••• F•••••••• G•••• L• · Partnerindirect · owns 75% or more of C•••••• C•••• • L••• •••• L•••
- C•••••• C•••• • L••• F•••••••• G•••• L••• · Partnerindirect · owns 75% or more of C•••••• C•••• • L••• F•••••••• G•••• I••••••••• P•••••••••
- C•••••• C•••• • L••• U•• H••••••• L••• · Partnerindirect · owns 75% or more of C•••••• C•••• • L••• •••• L•••
Related persons
Schedule D 7.A
- C••••• C•••• • L••• I••••••••• M••••••••• L••investment adviserbanknRAUM $86B
- C•••••• C•••• • L••• P•••••• C•••••• L•••investment advisern
- F••••••• C•••••• G• L••pooled vehicle sponsorn
- G••••• A•••• C•••••• M••••••••• L•••investment advisernRAUM $6.3B
- N• P••••••• L••investment advisernRAUM $5.9B
- P•• I••••••••• C•••••• L•••investment advisernRAUM $924M
- V•••••• A•••• M•••••••••investment adviserbanknRAUM $1.2B
Advisers that list F••••••• C•••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $321M to $513MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $132M to $146MMar 28, 2025 to Mar 31, 2026
- RAUM · $321M to $513MMar 28, 2025 to Mar 31, 2026
- BD registered reps · 0 to 5Jun 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 28, 2025
- HQ city · GRENWICH to GREENWICHJun 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $204M to $321MJun 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $93.4M to $132MJun 28, 2024 to Mar 28, 2025
- RAUM · $204M to $321MJun 28, 2024 to Mar 28, 2025
- Accounts · 0 to 3Feb 9, 2024 to Jun 28, 2024
- Advisory employees · 3 to 4Feb 9, 2024 to Jun 28, 2024
- Pooled vehicle clients · 0 to 1Feb 9, 2024 to Jun 28, 2024
- Assets in custody · unset to 0.0Feb 9, 2024 to Jun 28, 2024
- Custody of client assets · false to trueFeb 9, 2024 to Jun 28, 2024
- Employees · 8 to 9Feb 9, 2024 to Jun 28, 2024
- Private funds · unset to 1Feb 9, 2024 to Jun 28, 2024
- Discretionary RAUM · $0 to $204MFeb 9, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $0 to $93.4MFeb 9, 2024 to Jun 28, 2024
- RAUM · $0 to $204MFeb 9, 2024 to Jun 28, 2024
Signals
3 dated events
- F••••••• C•••••• L• reported RAUM $513.0M, up 60% from $320.8M (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- F••••••• C•••••• L• reported RAUM $320.8M, up 57% from $204.0M (2024-06-28 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- F••••••• C•••••• L• filed its initial SEC registration (Form ADV)Feb 2, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- fortwoodcapital.cclgroup.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 475-303-3380reportedpublic record, Form ADV, Jun 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026