FORTUNATUS CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Lexington, Massachusetts
CRD number
300311

Firm profile

FINTRX

Overview

Fortunatus Capital LLC operates as a limited liability company and is primarily involved in managing pooled investment vehicles. The firm focuses on venture capital, indicating a preference for investing in early-stage companies with high growth potential. While it does not have a diverse client base or a significant number of clients, it engages in activities related to capital allocation and investment management. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Wei Zhang

    Founding PartnerCRD 7073323

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lexington, MA

MIDDLESEX

Location

Lexington, MA

Headquartered in Lexington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
405 Waltham Sreet
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth