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CRD 164498
WAYNE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARLENE D MUSSO | n/a | Wayne, PA | 12 | 13 | n/a | no |
| DEREK BROCK BOLES | n/a | WAYNE, PA | 12 | 25 | 1 | no |
| RANDALL SCOT HUBSCHMIDT | n/a | WAYNE, PA | 12 | 13 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FORTIS CAPITAL REAL ESTATE FUND, LLC | Real Estate Fund | $114M | Mar 28, 2024 | 100 | Mar 5, 2015 | reported | 021-502212 |
| CONVERGENCE FUND I, LP | Hedge Fund | $7.7M | Mar 30, 2020 | 22 | Mar 28, 2016 | dropped | 021-255056 |
| FORTIS CAPITAL MURPHY OZ LLC | Real Estate Fund | $1.3M | Mar 28, 2024 | 7 | Mar 31, 2023 | reported | 021-503544 |
| FORTIS CAPITAL NORTH BROAD OZ LLC | Real Estate Fund | $1.3M | Mar 28, 2024 | 7 | Mar 31, 2023 | reported | 021-503549 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOLES, DEREK, BROCK | Partner | C | yes | 07/2013 | Jul 31, 2014 | Mar 28, 2024 |
| BOLES, DEREK, BROCK | President | Na | yes | 08/2013 | Jul 31, 2014 | Mar 28, 2024 |
| CHERNY, BRYAN, STEEL | Partner | C | yes | 09/2013 | Jul 31, 2014 | Mar 28, 2024 |
| FORTIS FAMILY OFFICE, LLC (FORMERLY FORTIS WEALTH, LP) | HOLDING COMPANY/MANAGING MEMBER | E | yes | 08/2013 | Mar 31, 2021 | Mar 28, 2024 |
| HUBSCHMIDT, RANDALL, SCOT | Partner | F | yes | 09/2013 | Jul 31, 2014 | Mar 28, 2024 |
| KELLY, COLLEEN, ANNE | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2017 | Dec 8, 2017 | Mar 28, 2024 |
| FORTIS PARTNERS, LLC | GENERAL PARTNER OF THE HOLDING COMPANY/SINGLE MEMBER LLC | F | no | 09/2013 | Jul 31, 2014 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FORTIS CAPITAL REAL ESTATE MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| FORTIS FAMILY OFFICE SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| FORTIS SOLUTIONS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $584M | $427M | 5 | 3 | 0 | 6 | n/a |
| 2024 | Mar 28, 2025 | $508M | $385M | 6 | 4 | 0 | 6 | n/a |
| 2023 | Mar 28, 2024 | $471M | $373M | 7 | 5 | 0 | 3 | $116M |
| 2022 | Mar 31, 2023 | $460M | $438M | 7 | 5 | 0 | 3 | $101M |
| 2021 | Mar 31, 2022 | $494M | $383M | 7 | 5 | 0 | 1 | $71.4M |
| 2020 | May 5, 2021 | $502M | $421M | 7 | 4 | 0 | 1 | $52.0M |
| 2019 | Mar 30, 2020 | $457M | $380M | 7 | 7 | 0 | 2 | $123M |
| 2018 | Mar 28, 2019 | $349M | $286M | 6 | 6 | 0 | 2 | $38.4M |
| 2017 | Mar 29, 2018 | $362M | $281M | 6 | 6 | 0 | 2 | $67.9M |
| 2016 | Mar 31, 2017 | $251M | $238M | 6 | 6 | n/a | 2 | $48.3M |
| 2015 | Mar 28, 2016 | $198M | $125M | 17 | 7 | n/a | 2 | $7.2M |
| 2014 | Mar 5, 2015 | $159M | $78.8M | 6 | 5 | n/a | 1 | $1.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $584M | $508M | 14.9% | $460M | 8.3% | 5 | 6 | 0 | 0 |