Fortitude Family Office

Overview

Fortitude Family Office is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory services — financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of external advisers — and also performs accounting-related business activities. It reports being an active ESG investor and operates with a flexible fee schedule that includes percentage-of-AUM, hourly and fixed fees, and performance-based arrangements. The firm acts on both sides of private fund formation and management: it sponsors and serves as GP or managing member of pooled vehicles while also advising private funds. That operating posture supports a hybrid model of managed portfolios plus direct/private-fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives