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Fort Hoosac Management, LLC (New York)


Fort Hoosac Management, LLC is a large advisory firm based in New York. It manages $466.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011.

Fort Hoosac Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fort Hoosac Management: assets under management

The assets under management (AUM) of Fort Hoosac Management, LLC is $466.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $466.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.57 million each.
Fort Hoosac Management has custody of $466.7 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fort Hoosac Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Fort Hoosac Management, LLC performs its advisory services is located at 11 East 44 Th Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-650-4660 or by fax 212-585-1620. The normal business hours are 9am-5pm on Monday - Friday.


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