FORTALEZA CAPITAL PARTNERS, LLC

Overview

Fortaleza Capital Partners, LLC is a privately owned limited liability company that provides investment advisory services to high-net-worth individuals and families. The firm describes itself as a capital allocator and focuses on portfolio management for individuals and small businesses, alongside selecting and allocating to other external advisers and managers. Its fee arrangements include both AUM-based fees and fixed fees. Fortaleza is not identified as an active ESG investor and does not present itself as a multi-state or pension-focused adviser. The firm appears owner-operated and leans on external manager relationships to access strategies outside its in-house public-market allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices