James Patrick Fortescue
Investment adviser representative at Piton Investment Management, LP
11 yearsExperience
2 statesRegistered in
$927.9MFirm assets
10 yearsFirm in business
Are you James Patrick Fortescue? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Arax Advisory Partners, LLCJun 2026 to now
- Piton Investment Management, LPJul 2015 to now
- U.S. Capital Wealth Advisors, LLCJun 2018 to Jun 2026
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Piton Investment Management, LP
$927.9MAssets managed
22Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2664841
- Firm CRD
- 282517