Fortis Capital Management LLC
● SEC registered since 2018CRD 172198SEC# 801-113097Bellevue, WA
Ranks #2,813 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.16B
Fund GAV
$143.4M
Private funds
2
Employees
22
Accounts
688
Location
Bellevue, WA
Fortis Capital Management LLC assets under management
Fortis Capital Management LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 22 people. Fortis Capital Management LLC manages 2 private funds with combined gross assets of $143.4 million, including Fortis Flagship Fund LP. By regulatory assets, it ranks 2,813 of 6,004 private fund managers.
Fortis Capital Management LLC private funds
2 funds · $143.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fortis Flagship Fund LP | Hedge | $123.9M | $500K |
| Fortis Enhanced Income Fund LP | Hedge | $19.5M | $500K |
Fortis Capital Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fortis Holdings LLC Control | Sole Member | Over 75% | 2019 |
| James Dickenson Rudolf Control | Elected Manager | Under 5% | 2019 |
| Michael Robert Boroughs Control | Chief Compliance Officer | Under 5% | 2014 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fortis Capital Management LLC manage?
Fortis Capital Management LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Fortis Capital Management LLC manage?
Fortis Capital Management LLC manages 2 private funds with combined gross assets of $143.4 million.
How many employees does Fortis Capital Management LLC have?
Fortis Capital Management LLC reports 22 employees.
Where is Fortis Capital Management LLC located?
Fortis Capital Management LLC is based in Bellevue, WA and has been SEC-registered since 2018.
Does Fortis Capital Management LLC disclose fund performance?
Fortis Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3600 136th Pl SE, Suite 270, Bellevue, WA 98006 |
| Phone | 425-453-5010 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.16B▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
AUM vs fund managersTop 47%
Larger than 53% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.16Bregulatory AUM
Discretionary $1.16BNon-discretionary $3M
Service providers
Auditor
Prime broker
Custodian
Administrator