FORTIS ADVISORS, LLC of WAYNE, PA is an SEC-registered investment adviser (CRD 164498). Regulatory assets under management: $584.3M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Randall Scot Hubschmidt | PARTNER | Wayne, PA |
| Colleen Anne Kelly | CHIEF COMPLIANCE OFFICER | — |
| Derek Brock Boles | PARTNER; PRESIDENT | WAYNE, PA |
| Bryan Steel Cherny | PARTNER | — |
| KELLY ELIZABETH ANNE | CHIEF COMPLIANCE OFFICER | — |
| WOWAK JONATHAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BOLES DEREK BROCK | MANAGING PARTNER; PARTNER; PRESIDENT | — |
| CHERNY BRYAN STEEL | MANAGING PARTNER; PARTNER | — |
| HUBSCHMIDT RANDALL SCOT | MANAGING PARTNER; PARTNER | — |
| TOPLEY MATTHEW | CHIEF INVESTMENT OFFICER | — |
| LAFRANKIE ALEXANDRA CECILIA | CHIEF COMPLIANCE OFFICER | — |
Real Estate Fund: 4 · Securitized Asset Fund: 2
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FORTIS CAPITAL REAL ESTATE FUND, LLC | Real Estate Fund | Delaware | 91 | $127.7M | $100K |
| FORTIS CAPITAL REAL ESTATE FUND II, LLC | Real Estate Fund | Delaware | 35 | $16.6M | $100K |
| FORTIS PRIVATE STRATEGIES III, LLC | Securitized Asset Fund | Delaware | 17 | $9.4M | $25K |
| FORTIS PRIVATE STRATEGIES I, LLC | Securitized Asset Fund | Delaware | 20 | $6.7M | $25K |
| FORTIS CAPITAL MURPHY OZ LLC | Real Estate Fund | Delaware | 7 | $1.4M | $100K |
| FORTIS CAPITAL NORTH BROAD OZ LLC | Real Estate Fund | Delaware | 13 | $1.3M | $100K |