Allocator Index · CRD 164498
Fit score
80
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=25+10
- employees 3-60+8
HNW clients
28
Other individuals
51
HNW assets
$198.9M
Total AUM
$584.3M
Employees
5
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| FORTIS CAPITAL REAL ESTATE FUND, LLC | Real Estate Fund | $127.7M |
| FORTIS CAPITAL REAL ESTATE FUND II, LLC | Real Estate Fund | $16.6M |
| FORTIS CAPITAL MURPHY OZ LLC | Real Estate Fund | $1.4M |
| FORTIS CAPITAL NORTH BROAD OZ LLC | Real Estate Fund | $1.3M |
| FORTIS PRIVATE STRATEGIES III, LLC | Securitized Asset Fund | $9.4M |
| FORTIS PRIVATE STRATEGIES I, LLC | Securitized Asset Fund | $6.7M |