Fortis Advisors LLC

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Assets, Funds, Holdings

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Fortis Advisors LLC
CRD #164498
SEC #801-80177
CIK #
AUM $348.7 MM (82% Disc, 100% US)
Employees6 (100% Investors, 0% Brokers)
Phone610-313-0910
Address1045 First Avenue
King of Prussia, PA 19406
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Instagramexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
FII 3,010.0 68.7
MTUM 10.9
MCD 138,580.0 8.1
FII 3,010.0 7.2
VBR 3.3
UPS 93,620.0 2.6
STX 13,580.0 2.3
IMTM 2.1
SCHE 1.8
CMG 17,060.0 1.7
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Convergence Fund I LP 2016-01-13external
3.9
6.9
RE Fortis Capital Real Estate Fund LLC
31.5
View All
Fund Directors # Filings # Firms
Derek Boles 3 1
Matthew Topley 3 1
Management LLC Convergence 3 1
Fund GP LLC Convergence 3 1
Comparable Firms State AUM ($BB)
Beacon Pointe Advisors LLC
CA
5.5
Corestates Capital Advisors LLC
PA
0.0