Fortune Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 311743
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI89.89%
- Individuals10.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fortune Capital Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes both individual investors and families, employing a fee structure that combines a percentage of assets under management with performance-based fees. While the firm does not actively engage in ESG investing, it allocates capital to various investment vehicles, including mutual funds, to meet its clients' financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents48%
- Exchange Traded Equities33%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds1%
- Derivatives1%
Owners & executives
1 of 1Moshe Sussman
CEOCRD 7316427
Contacts
1 of 1Leah Sussman
MemberCRD 7317215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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