Fortis Advisors LLC

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Fortis Advisors LLC ✚
CRD #	164498
SEC #	801-80177
CIK #	0001697478, 0001815183
AUM	584.3 M (2026-03-27)
Employees	5 (60% Investors, 0% Brokers)
Phone	610-313-0910
Address	656 E Swedesford Road Wayne, PA 19087
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]

Total AUM ($M) Copy

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
RE	Fortis Capital Real Estate Fund II LLC	2025-03-28		16.6 M
SA	Fortis Private Strategies III LLC	2025-03-28		9.4 M
SA	Fortis Private Strategies I LLC	[2025-03-28]	6.6 M	6.7 M
	Offered $6,605,000 · Filed 2024-12-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Fortis Capital Murphy Oz LLC	[2023-03-31]	1.3 M	1.4 M
	Offered $1,325,000 · Filed 2024-01-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Fortis Capital North Broad Oz LLC	[2023-03-31]	1.3 M	1.3 M
	Offered $1,287,500 · Filed 2024-01-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $2,000 · Duration One year or less · Net Assets Decline to Disclose
HF	Convergence Fund I LP	[2016-03-28]	3.9 M	7.7 M
	Filed 2018-06-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	Fortis Capital Real Estate Fund LLC	[2015-03-05]	162.8 M	127.7 M
	Filed 2024-01-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	51	21.9
(b) Individuals (high net worth individuals)	28	198.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	6	163.1
(g) Pension and profit sharing plans	0	2.4
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	150.2
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.8
(n) Other	6	47.0
Total	344	584.3
By Discretionary
Discretionary	273	427.2
Non-Discretionary	71	157.1
Total	344	584.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		584.3
Total	344	584.3

Form D Directors	Role	# Filings	# Firms
Matthew Topley	Director	55	3
Randall Hubschmidt	Executive Officer	9	2
Derek Boles	Director, Executive Officer	9	2
Partners LLC Fortis Capital	Executive Officer	3	2
Real Estate Manager LLC Fortis Capital	Executive Officer	2	2
Real Estate Fortis Capital	Executive Officer	2	1
Fund GP LLC Convergence	Executive Officer	1	1
Management LLC Convergence	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001697478]
13F-HR	[0001815183]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Clients	1
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Real Estate

Comparable Firms	State	AUM
Beacon Pointe Advisors LLC ✚	CA	54.87 B
Federated MDTA LLC ✚	MA	25.95 B
Evoke Wealth LLC ✚	CA	17.29 B
Coldstream Capital Management Inc ✚	WA	13.93 B
Belpointe Asset Management LLC ✚	NV	7,577.7 M
Arrowroot Family Office LLC ✚	CA	430.7 M
Strategic Income Group LLC ✚	AZ	362.4 M
Corestates Capital Advisors LLC ✚	PA
Circle Squared Alternative Investments LLC ✚	NJ

Assets, Funds, Holdings