Fortis Advisors
Asset Manager SEC-registered adviser
Legal name: Fortis Advisors, LLC
Wayne, PA Website
AUM
$584.3M
Regulatory AUM
Private funds
6
Real Estate 4 · Securitized Asset 2
Private fund assets
$163.1M
Gross asset value
Employees
5
Last Form D raise
Dec 2024
Most recent fund filing
From SEC Form ADV filing (filed Mar 27, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
B
D
R
Partner, Fortis Family Office, LLC (formerly Fortis Wealth, LP)
Funds(6)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Fortis Private Strategies I, LLC | Securitized Asset | $6.7M | $6.6M | 18 | Dec 2024 | Cool |
| Fortis Capital Murphy Oz LLC | Real Estate | $1.4M | $1.3M | 7 | Jan 2024 | Cold |
| Fortis Capital North Broad Oz LLC | Real Estate | $1.3M | $1.3M | 13 | Jan 2024 | Cold |
| Fortis Capital Real Estate Fund, LLC | Real Estate | $127.7M | $162.8M | 101 | Jan 2024 | Cold |
| Fortis Capital Real Estate Fund II, LLC | Real Estate | $16.6M | — | — | — | |
| Fortis Private Strategies III, LLC | Securitized Asset | $9.4M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 164498
- SEC file number
- 801-80177
Sources
- SEC Form ADV Oct 14, 2026