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FORTUNE CAPITAL MANAGEMENT LLC

Advisory

NJ

Data as of Sep 7, 2023 · Source: SEC Form ADV

Average account
$181K
across 15 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Sep 7, 2023.

Total AUM
$3M
Discretionary %
99.5%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$13K
Discretionary %99.5%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

INDIAN HEAD PARTNERS LLC
$3M
EDGEWATER MANAGEMENT PARTNERS LLC
$3M
LINCOLN ASSET MANAGEMENT
$3M
NEWSTEAD CAPITAL MANAGEMENT LLC
$3M
WRIGHT INVESTMENT PARTNERS LLC
COLONIA, NJ
$3M
LEPORE FINANCIAL SERVICES LLC
MANASQUAN, NJ
$3M

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