Fortius Financial Advisors LLC
- Assets, Funds, Holdings
| Fortius Financial Advisors LLC
|
| CRD # | 128060 |
| SEC # | 801-71571 |
| CIK # | |
| AUM |
|
| Employees |
6 (83% Investors, 0% Brokers)
|
| Phone | 888-365-7009 |
| Address | 4001 South 700 East
Salt Lake City, UT 84107 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
NUVO Ventures LLC |
[2014-04-01]
|
|
1.9 M |
|
Offered $2,500,000 · Filed 2010-06-08 (D) · Exemption 506 · Minimum $100,000 · Remaining $2,500,000 · Duration One year or less · Revenue No Revenues
|
| PE |
ILUX Captial Fund LP |
[2012-10-10]
|
0.1 M |
0.4 M |
|
Filed 2012-03-21 (D) · Exemption 506 · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue $1 - $1,000,000
|
| PE |
ILUX Secondary Market Fund LP |
[2012-10-10]
|
0.1 M |
0.1 M |
|
Filed 2012-04-26 (D) · Exemption 506 · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue $1 - $1,000,000
|
| HF |
Fortius Structured Notes Fund LP |
2012-02-29
|
|
4.7 M |
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (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 |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (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 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
345 |
55.1 |
| By Discretionary |
| Discretionary |
270 |
53.8 |
| Non-Discretionary |
75 |
1.3 |
| Total |
345 |
55.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
55.1 |
| Total |
345 |
55.1 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Clients | 150 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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