FormDSignal

FORTIS FAMILY OFFICE SERVICES, LLC

Administrator · WAYNE, United States

Funds served
6
Advisers served
1
Gross assets on those funds
$163.1M
Client launches, 12 months
3

Form D launches by this administrator's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name FORTIS FAMILY OFFICE SERVICES, LLC on an existing fund. For FORTIS FAMILY OFFICE SERVICES, LLC: your clients' new funds. For everyone else: launches where FORTIS FAMILY OFFICE SERVICES, LLC is the incumbent to beat.

3 launches in the last 12 months by advisers that already use FORTIS FAMILY OFFICE SERVICES, LLC, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming FORTIS FAMILY OFFICE SERVICES, LLC as administrator

  • FORTIS CAPITAL REAL ESTATE FUND, LLC
  • FORTIS CAPITAL REAL ESTATE FUND II, LLC
  • FORTIS PRIVATE STRATEGIES III, LLC
  • FORTIS PRIVATE STRATEGIES I, LLC
  • FORTIS CAPITAL MURPHY OZ LLC

All 6 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.