Jeffrey Mark Fortier

Employer firm

Private Capital Management CRD 169172

$1.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Carnes Capital Corporation
  Naples, FL
• 10/2000 → Present
  Private Capital Management, L.P.
  Naples, FL

Previous Registrations

• 2001-06-15 → 2013-10-04
  Private Capital Management, Lp
  Naples, FL

Other Businesses

NAME OF ENTITY - D&J NAPLES INVESTORS LLC - INVESTMENT RELATED ADDRESS - 1900 EMPRESS COURT, NAPLES, FL 34110 POSITION, NATURE OF BUSINESS, AND DUTIES - MANAGING MEMBER OF AN ENTITY THAT INTENDS TO ACQUIRE VACANT LAND FOR INVESTMENT PURPOSES. START DATE OF RELATIONSHIP - ENTITY WAS ESTABLISHED ON 8/31/2007 HOURS DEVOTED TO BUSINESS - 5-10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. NAME OF ENTITY - NAPLES LAND PARTNERS, LLC -INVESTMENT RELATED ADDRESS - 1900 EMPRESS COURT, NAPLES, FL 34110 POSITION, NATURE OF BUSINESS, AND DUTIES - MANAGING MEMBER OF AN ENTITY THAT INTENDS TO ACQUIRE VACANT LAND FOR INVESTMENT PURPOSES. START DATE OF RELATIONSHIP - ENTITY WAS ESTABLISHED ON 1/2010 HOURS DEVOTED TO BUSINESS - 0-5 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-08
• S66 Uniform Combined State Law Examination
  1998-04-30