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Member · Fort Street Asset Management LLC

Richard M Wertheimer

CRD 4514149 · Named on Form ADV at one SEC-registered adviser

At a glance

Fort Street Asset Management LLC, an SEC-registered private fund adviser based in Honolulu, HI with $195 million in regulatory assets, lists Richard M Wertheimer on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Clinton J. DodsonMember and Chief Compliance Officer, Fort Street Asset Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.