Firm profile

FORT STREET ASSET MANAGEMENT LLC

HONOLULU, HICRD 305446Latest ADV March 31, 2026

Fort Street Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated March 31, 2026, reports $195M in regulatory assets under management, 2 employees, and 60 accounts.

Assets Under Management
$195M
Employees
2
Offices
--
Total Clients
30
Primary office
HONOLULU, HI
900 FORT STREET MALL SUITE 1727, HONOLULU, HI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOClinton J. Dodson

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
16
2
HNWI
40.0%
12
3
Pooled Investment Vehicles
6.7%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$195Mas of March 31, 2026
Discretionary100.0%
$195M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$195M
Total Accounts60
10Y AUM Change+$69M (+55.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee15:1
10Y Employee Change-1 (-33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.