# FORTE CAPITAL LLC

FORTE CAPITAL LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 109941
- Type: SEC-registered investment adviser
- SEC file number: 801-55817
- Location: 400 LINDEN OAKS, SUITE 310, ROCHESTER, NY, 14625
- Phone: 585-586-8100
- Latest filing: 2025-02-20
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $22.4M
- Clients: 20
- Accounts: 2,180

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| David William Henion | MEMBER | — |
| Richard Brent Nathan | MEMBER | — |
| Dennis Elmer Lohouse | MEMBER | — |
| Edmond David Sheidlower | MEMBER | — |
| Adil G Masood | MEMBER, CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| NATHAN RICHARD BRENT | MEMBER; PARTNER | — |
| HENION DAVID WILLIAM | MANAGING DIRECTOR; MANAGING PARTNER; MEMBER | — |
| MASOOD ADIL | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER (+1 more) | — |
| DESHPANDE AJIT | MEMBER; PARTNER | — |
| WALKER ANN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| LOHOUSE DENNIS ELMER | MEMBER | — |
| SHEIDLOWER EDMOND DAVID | MEMBER | — |
| GARRISON CHARLES JEFFREY | MEMBER | — |
| HARRISON CHARLES JEFFREY | MEMBER | — |
| MASOOD ADIL G | MEMBER, CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Branch offices (15)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |
| — | — | 1 | 585-586-8100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109941/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109941/similar
- Related entities: https://search.stillhousedata.com/firm/109941/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109941

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.