Fortitude Family Office

Overview

Fortitude Family Office is an independent, LLC-structured registered investment adviser that began SEC registration in 2021. The firm positions itself as a capital allocator for high-net-worth individuals, families and institutional clients, providing financial planning, discretionary portfolio management for individuals and pooled vehicles, and selection of outside managers. Its business activities include accounting services, and its advisory model accommodates a mix of fee types (percentage of AUM, hourly, fixed and performance-based fees). The firm reports being an active ESG investor and lists roles as an investment adviser and sponsor, including serving as a general partner and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives