| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fortis Capital Real Estate Fund, LLC | Real Estate | $123.7M | $100K |
| Fortis Private Strategies I, LLC | Securitized Asset | $3.1M | $25K |
| Fortis Capital Murphy Oz LLC | Real Estate | $1.4M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Anne Kelly Control | Chief Compliance Officer | Under 5% | 2017 |
| Derek Brock Boles Control | President | Under 5% | 2013 |
| Fortis Family Office, LLC (formerly Fortis Wealth, LP) Control | Holding Company/Managing Member | Over 75% | 2013 |
Fortis Advisors, LLC reports $508.4 million in regulatory assets under management on its Form ADV.
Fortis Advisors, LLC manages 6 private funds with combined gross assets of $129.6 million.
Fortis Advisors, LLC reports 6 employees.
Fortis Advisors, LLC is based in Wayne, PA and has been SEC-registered since 2014.
Fortis Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 656 E. Swedesford Road, Suite 330, Wayne, PA 19087 |
| Phone | 610-313-0910 |
| Fax | 610-971-1659 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $385.2M |
| Non-discretionary | $123.3M |
| Total (RAUM) | $508.4M |