FORTISPATH ADVISORS, LLC · Tank Allocator Loader

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FORTISPATH ADVISORS, LLC

UUIDeb8c2c98-d9ef-5122-ad2c-837d3d29fc88

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	337973	337973	—	1.0

Profile

Website—

HQ CityFAR HILLS

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
STARKEY, TIMOTHY, HANCE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018761", "owner_id": "4535177", "source": "adv_part1", "table": "Schedule_A_B"}
STEINFELD, EVAN, J	MANAGING MEMBER	OFFICER	—	{"filing_id": "2018761", "owner_id": "6905780", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/30/2025 05:12:43 PM",
  "filing_id": "2018761",
  "reg_type": "IA"
}
```