Fortis Advisors LLC

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Assets, Funds, Holdings

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Fortis Advisors LLC
CRD #164498
SEC #801-80177
CIK #0001697478
AUM$361.9 MM
Employees6
Phone610-313-0910
Address1045 First Avenue Suite 160
King Of Prussia, PA 19406
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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 ($BB)
Private Fund Fund Form D AUM ($MM)
Convergence Fund I LP HF 2016-01-13external 4.6
Fortis Capital Real Estate Fund LLC RE 63.3
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