Fort Ross Capital Management, LLC

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Client assets under management

$4,000,000

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,000,000

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

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Base fee up to 2% of assets under management per annum or a flat fee

Performance-based

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 location

Fort Ross Capital Management, LLC

130 East Chestnut Avenue

Monrovia CA 91016, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 310-600-1504

Advisors at this firm

Nikolai C

Series 65

Monrovia, CA

Fort Ross Capital Management, LLC

Nikolai Chuvakhin is a Series 65-licensed financial advisor with 22 years of industry experience, currently with Fort Ross Capital Management, LLC in Monrovia, CA. He has been affiliated with Pepperdine University since 2001. 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 serves private investment companies and high-net-worth individuals by providing investment management and hedge-fund–style advisory services. The firm specializes in quantitative market-timing strategies and employs concentrated, short-term trading with discretionary mandates, including the use of options and derivatives.

Active portfolio management Options & derivatives strategies

Andrey D

Series 65

Monrovia, CA

Fort Ross Capital Management, LLC

Andrey Danilenko is a Series 65-licensed financial advisor with 22 years of industry experience. He has been managing FortRoss Capital Management, LLC since 2003. In addition to his advisory role, Mr. Danilenko is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. FortRoss Capital Management serves private investment companies and high-net-worth individuals, specializing in hedge-fund–style advisory services. The firm employs a quantitative market-timing strategy across multiple asset classes and focuses on concentrated, short-term trading with discretionary mandates.

Active portfolio management Options & derivatives strategies

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