RIA Intel›Advisers›FORTALEZA CAPITAL PARTNERS, LLC

FORTALEZA CAPITAL PARTNERS, LLC

Advisory

PR

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in PR

#57

of 66 advisers by AUM

Average account

$16M

across 6 accounts

AUM per adviser

$95M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$95M

Discretionary AUM$72M

Non-Discretionary AUM$23M

Discretionary %76.2%

Total Clients6

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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