Fort Ross Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,000,000
Clients
4
Advisors
2
of 2 employees
About
FortRoss Capital Management provides discretionary investment management to private investment companies and high-net-worth individuals. As of the brochure date the firm reported managing approximately $16 million across a closely held company and a single high-net-worth individual.
The firm employs a quantitative market-timing strategy that simultaneously tracks equity, fixed-income, volatility and select commodity markets, implementing concentrated long and short positions with holding periods from days to months and occasionally using options to hedge or enhance income. FortRoss has historically managed hedge-fund style, highly customized strategies for small investor groups and accepts performance-based fees for the accounts it manages.
Notably, the firm previously operated a futures business and was registered with the CFTC and a futures self-regulatory organization but exited that business and discontinued those registrations in 2025. Compared with many peers, FortRoss’s client base is highly concentrated and its combination of performance-based compensation and active use of derivatives gives it an operational and risk profile that is atypical for a small, state-registered advisory firm.
Client services
Expertise
Fee options
Base fee up to 2% of assets under management per annum or a flat fee
Incentive fee up to 20% of all trading profits, including unrealized gains, in excess of a fixed hurdle rate with a high watermark provision
Main office
130 East Chestnut Avenue
Monrovia CA 91016
Advisors at this office
2
Most active in
California
Also doing business as
Fort Ross Capital Management, LLC · Fortross Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nikolai C
Series 65
Monrovia, CA
Fort Ross Capital Management, LLC
Nikolai Chuvakhin is a financial advisor with Fort Ross Capital Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has been affiliated with Pepperdine University for 25 years. In addition to his advisory role, he is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. Fort Ross Capital Management provides discretionary investment management to private investment companies and high-net-worth individuals, employing a quantitative market-timing strategy that involves equity, fixed-income, volatility, and select commodity markets. The firm manages highly customized, hedge-fund style strategies with concentrated long and short positions and occasional use of options.
Andrey D
Series 65
Monrovia, CA
Fort Ross Capital Management, LLC
Andrey Danilenko is a Series 65-credentialed financial advisor with 23 years of experience, currently serving as a Managing Partner at FortRoss Capital Management, LLC since 2003. He also holds a managing partner role at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management provides discretionary investment management primarily to private investment companies and high-net-worth individuals. The firm employs a quantitative market-timing strategy across multiple asset classes and offers highly customized, hedge-fund style strategies with performance-based fees.
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