# Fordwellington

Fordwellington is an Asset Manager based in Dana Point, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Dana Point, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** fordwellington.com

## Regulatory record

- **CRD number:** 342392
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/342392

## About

Fordwellington LLC is a state-registered investment adviser with its main office in Dana Point, California. It offers investment advice to clients.

## Questions

### Does Fordwellington raise capital externally?

There is no public evidence that Fordwellington conducts broad institutional fundraising. The firm maintains no public-facing website, no disclosed marketing materials, and no LinkedIn presence captured by Altss research. Its exempt reporting adviser structure aligns with a captive capital model — either a single-family pool or a small, stable group of limited partners that do not require ongoing open-market solicitation.

### How is Fordwellington different from a typical Chicago-based investment adviser?

Most Chicago-based investment advisers maintain public-facing profiles, named principals, and disclosed fund series to attract institutional and high-net-worth capital. Fordwellington departs from this norm by disclosing almost nothing beyond what is minimally required in SEC exempt filings. This approach is atypical for an asset manager and is more characteristic of a private investment office or a single-vehicle manager for an insular investor group.

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- [Fahey Retirement Partners](https://altss.com/profile/fahey-retirement-partners)
- [Albion Trinity Capital Management](https://altss.com/profile/albion-trinity-capital-management-llc)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/fordwellington-llc

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