# FORT, L.P.

FORT, L.P. of CHEVY CHASE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 168613
- Type: SEC-registered investment adviser
- SEC file number: 801-79113
- Location: 2 WISCONSIN CIRCLE, SUITE 1150, CHEVY CHASE, MD, 20815-7003
- Phone: 301-986-6940
- Latest filing: 2025-03-24
- Regulatory AUM: $397.2M
- Discretionary AUM: $397.2M
- Clients: 10
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (33)

_Showing 25 of 33 people._

| Name | Role | Location |
| --- | --- | --- |
| Sanjiv Kumar | CIO, PARTNER, CO-FOUNDER AND PRINCIPAL; SHAREHOLDER | Chevy Chase, MD |
| Sumit Kumar | MANAGING DIRECTOR | Dallas, TX |
| Devan Musser | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | Chevy Chase, MD |
| Yves M Balcer | CHIEF COMPLIANCE OFFICER, LIMITED PARTNER, CO-FOUNDER, PRINCIPAL, AND TRUSTEE; TRUSTEE | — |
| Alan Jeffrey Marantz | MANAGING DIRECTOR | — |
| Mansoora Nmn Rashid | TRUSTEE | — |
| Virginia Mccann Marantz | TRUSTEE | — |
| Victor Eric Balcer | TRUSTEE | — |
| Christine Stephanie Balcer | TRUSTEE | — |
| Maria Consuelo Dalupan | TRUSTEE | — |
| BOHART STUART HENRY | CHIEF OPERATING OFFICER; MEMBER; OWNER (+3 more) | — |
| BARRETT KEVIN JOHN | HEAD OF BUSINESS DEVELOPMENT AND MANAGING DIRECTOR; OWNER | — |
| RASHID BILAL NMN | TRUSTEE | — |
| BALCER YVES M | CEO, LIMITED PARTNER, CO-FOUNDER, PRINCIPAL, AND TRUSTEE; CEO, PARTNER, CO-FOUNDER AND PRINCIPAL; CHIEF COMPLIANCE OFFICER, LIMITED PARTNER, CO-FOUNDER, PRINCIPAL, AND TRUSTEE (+5 more) | — |
| KUMAR SANJIV | CIO, PARTNER, CO-FOUNDER AND PRINCIPAL; CO-FOUNDER AND PRINCIPAL; OWNER (+2 more) | — |
| BARNES SCOTT L | CHIEF FINANCIAL OFFICER | — |
| DESLANDES LINE | CHIEF COMPLIANCE OFFICER | — |
| KELLER AARON ANDREW | DEPUTY CHIEF OPERATING OFFICER; DEPUTY CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| KUMAR SUMIT | CHIEF TECHNOLOGY OFFICER; MANAGING DIRECTOR | — |
| MARANTZ ALAN JEFFREY | MANAGING DIRECTOR | — |
| TUTTLE RANDALL SCOTT | HEAD OF TRADING | — |
| PAPADAKIS SPYROS N | CHIEF OPERATING OFFICER | — |
| Sabol Benjamin | HEAD OF RISK MANAGEMENT; HEAD OF TRADING OPERATIONS | — |
| Prendergast John Charles | CO- CHIEF TECHNOLOGY OFFICER | — |
| ENG RICKY | CO- CHIEF TECHNOLOGY OFFICER; HEAD OF IT DEVELOPMENT | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FORT GLOBAL DIVERSIFIED (CAYMAN), L.P. | Hedge Fund | Cayman Islands | 29 | $82.9M | $2.0M |
| FORT GLOBAL CONTRARIAN (CAYMAN), L.P. | Hedge Fund | Cayman Islands | 16 | $10.2M | $2.0M |


## Fund service providers (6)

- administrator: NAV CONSULTING, INC. — 2 funds
- administrator: NAV FUND SERVICES (CAYMAN) LTD. — 2 funds
- custodian: CLASS C SEGREGATED PORTFOLIO OF FORT GLOBAL OFFSHORE FUND, SPC
- custodian: CLASS D SEGREGATED PORTFOLIO OF FORT GLOBAL OFFSHORE FUND, SPC
- custodian: FORT GLOBAL CONTRARIAN, L.P.
- custodian: FORT GLOBAL DIVERSIFIED, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168613/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168613/similar
- Related entities: https://search.stillhousedata.com/firm/168613/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168613

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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.