Fortis Advisors, LLC

Read About Hedge Funds

Key Facts

HeadquartersKing Of Prussia, PA
AUM$251 million
AUM as ofDecember 8, 2017


Fortis Advisors, LLC is a hedge fund based in King Of Prussia, PA. It was founded in 08/2014. They hold $251 million in assets under management as of December 8, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Convergence Fund I, LP 0.002 hedge fund 25,000 5 7.0
Fortis Capital Real Estate Fund, LLC 0.046 real estate fund 100,000 46 8.0

Key People

Derek BolesNone Indirect Owner25 to 50%
Derek BolesPresident Owner or OfficerNone
Bryan ChernyNone Indirect Owner25 to 50%
Randall HubschmidtNone Indirect OwnerOther
Colleen KellyChief Compliance Officer Owner or OfficerNone
Matthew TopleyChief Investment Officer Owner or OfficerNone