Allocator Index · CRD 172198

FORTIS CAPITAL MANAGEMENT LLC

Bellevue, WA · 425-453-5010 · twitter.com/fortiswealthmgt

SEC IAPD record ↗

Fit score

72

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

267

Other individuals

398

HNW assets

$912.2M

Total AUM

$1.16B

Employees

22

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
FORTIS FLAGSHIP FUND LPHedge Fund$123.9M
FORTIS ENHANCED INCOME FUND LPHedge Fund$19.5M