James Patrick Fortescue appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James Patrick Fortescue appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ARAX ADVISORY PARTNERS | MANAGING PARTNER | NEW YORK, NY |
| 2025-05-30 | Form ADV | U.S. CAPITAL WEALTH ADVISORS, LLC | MANAGING PARTNER | HOUSTON, TX |
| 2025-02-11 | Form ADV | CLEARSHARES LLC | MANAGING MEMBER | MARCO ISLAND, FL |
| 2025-05-06 | Form ADV | PITON INVESTMENT MANAGEMENT, LP | CHIEF EXECUTIVE OFFICER | GARDEN CITY, NY |
| 2025-03-28 | Form ADV | 13CAPITAL LLC | MANAGING MEMBER | AUSTIN, TX |
| 2025-03-31 | Form ADV | HALO INVESTMENT SERVICES, LLC | ELECTED MANAGER | MANHASSET, NY |
| — | Form ADV | PLH FAMILY OFFICE, LLC | MANAGING MEMBER | GARDEN CITY, NY |