DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Fortune Partners Group LLC

Former SEC-registered adviserMiami, FloridaCRD 269988SEC 801-105471IAPD
Latest filing Jun 30, 2020
First filing on the tape Jul 23, 2015 · 17 filings
RAUM
$263M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
73%
$191M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$71.9M gross assets
History
17 filings and snapshots on the tape
RAUM$263M as of May 29, 2020
Mar 30, 2016$161M then
HNW client RAUM$191M as of May 29, 2020
Mar 30, 2018$191M then
State-registered IARs (5.B.3)3 as of May 29, 2020
Mar 30, 20160 then
Employees (5.A)7 as of May 29, 2020
Mar 30, 20162 then
Private funds1 as of May 29, 2020
Mar 30, 20164 then
RAUM -28% over the last fiscal year-22% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jun 30, 2020; every figure names its basis
RAUM per advisor
$87.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.7MderivedHNW RAUM over HNW clients
Average account
$3.6MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.3derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-28%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for pooled vehicles, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$191M73%
  • Pooled investment vehicles$71.9M27%
Individual clients
n/areported
HNW clients
71reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
72reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourly, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
none on the tape
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      14 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Waterfront Fixed Income Fundno longer reportedHedge Fund$80.7M50Mar 30, 2016
      Prosperity Fund Spc-Globum Segregated Portfoliono longer reportedHedge Fund$70.0M4Apr 25, 2016
      Waterfront Fixed Income Fund-High Yield Sub-FundHedge Fund$48.1M13Apr 25, 2016
      Vista Fundno longer reportedHedge Fund$30.5M40Mar 30, 2016
      Waterfront Multi-Strategy Fundno longer reportedHedge Fund$24.8M12Mar 30, 2016
      Vista Fund- Brazil-Based Asset Allocation Sub-FundHedge Fund$21.5M6Apr 25, 2016
      Waterfront Fixed Income Fund-Class A Sub-FundHedge Fund$19.5M1Apr 25, 2016
      Prosperity Fund Spcno longer reportedHedge Fund$16.8M20Mar 30, 2016
      Panoramic Fund - Fixed Income SpHedge Fund$16.6M9Feb 17, 2017
      Vista Fund-Opportunities Sub-Fundno longer reportedHedge Fund$11.1M8Apr 25, 2016
      Panoramic Fund - Trading Strategies Segregated PortfolioHedge Fund$10.6M1Mar 30, 2018
      Vista Fund- Global Asset Allocation Sub-FundHedge Fund$7.4M7Apr 25, 2016
      Prosperity Fund - Breakwater Segregated Portfolio Class Ano longer reportedHedge Fund$4.3M1Feb 17, 2017
      Panoramic Fund Spc - Volatility Segregated PortfolioHedge Fund$2.0M7Apr 25, 2016
      Owners and control persons
      Schedule A and B, latest filing
      • Menachem Ross Kestin · Member; Manager; Chief Executive Officer; Chief Compliance Officercontrol
        since 06/2015 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 82 to 72
        Dec 17, 2019 to May 29, 2020
      • HNW clients · 72 to 71
        Dec 17, 2019 to May 29, 2020
      • Pooled vehicle clients · 9 to 1
        Dec 17, 2019 to May 29, 2020
      • Private funds · 8 to 1
        Dec 17, 2019 to May 29, 2020
      • Discretionary RAUM · $363M to $263M
        Dec 17, 2019 to May 29, 2020
      • HNW RAUM · $157M to $191M
        Dec 17, 2019 to May 29, 2020
      • Pooled vehicle RAUM · $206M to $71.9M
        Dec 17, 2019 to May 29, 2020
      • RAUM · $363M to $263M
        Dec 17, 2019 to May 29, 2020
      • Accounts · 79 to 82
        Apr 12, 2018 to Mar 29, 2019
      • HNW clients · 71 to 72
        Apr 12, 2018 to Mar 29, 2019
      • Pooled vehicle clients · 8 to 9
        Apr 12, 2018 to Mar 29, 2019
      • Employees · 6 to 7
        Apr 12, 2018 to Mar 29, 2019
      • Discretionary RAUM · $330M to $363M
        Apr 12, 2018 to Mar 29, 2019
      • HNW RAUM · $191M to $157M
        Apr 12, 2018 to Mar 29, 2019
      • Pooled vehicle RAUM · $139M to $206M
        Apr 12, 2018 to Mar 29, 2019
      • RAUM · $330M to $363M
        Apr 12, 2018 to Mar 29, 2019
      • Accounts · 80 to 79
        Feb 17, 2017 to Mar 30, 2018
      • HNW clients · unset to 71.0
        Feb 17, 2017 to Mar 30, 2018
      • Pooled vehicle clients · unset to 8.0
        Feb 17, 2017 to Mar 30, 2018
      • State-registered IARs · 0 to 3
        Feb 17, 2017 to Mar 30, 2018
      • Other offices · unset to 0.0
        Feb 17, 2017 to Mar 30, 2018
      • Private funds · 10 to 8
        Feb 17, 2017 to Mar 30, 2018
      • Discretionary RAUM · $557M to $330M
        Feb 17, 2017 to Mar 30, 2018
      • HNW RAUM · unset to 190819801.0
        Feb 17, 2017 to Mar 30, 2018
      • Pooled vehicle RAUM · unset to 139303865.0
        Feb 17, 2017 to Mar 30, 2018
      • RAUM · $557M to $330M
        Feb 17, 2017 to Mar 30, 2018
      • Accounts · 29 to 80
        Oct 12, 2016 to Feb 17, 2017
      • Advisory employees · 1 to 3
        Oct 12, 2016 to Feb 17, 2017
      • Employees · 2 to 6
        Oct 12, 2016 to Feb 17, 2017
      • Private funds · 8 to 10
        Oct 12, 2016 to Feb 17, 2017
      • Discretionary RAUM · $587M to $557M
        Oct 12, 2016 to Feb 17, 2017
      • RAUM · $587M to $557M
        Oct 12, 2016 to Feb 17, 2017
      • Accounts · 8 to 29
        Jul 8, 2016 to Jul 8, 2016
      • Discretionary RAUM · $161M to $587M
        Jul 8, 2016 to Jul 8, 2016
      • RAUM · $161M to $587M
        Jul 8, 2016 to Jul 8, 2016
      • Private funds · 4 to 8
        Mar 30, 2016 to Apr 25, 2016
      • Accounts · 6 to 8
        Nov 16, 2015 to Mar 30, 2016
      • Employees · 1 to 2
        Nov 16, 2015 to Mar 30, 2016
      • Private funds · unset to 4
        Nov 16, 2015 to Mar 30, 2016
      • Discretionary RAUM · $165M to $161M
        Nov 16, 2015 to Mar 30, 2016
      Signals
      2 dated events
      • Fortune Partners Group Llc reported RAUM $330.1M, down 41% from $557.5M (2017-02-17 to 2018-03-30)
        Mar 30, 2018 · RAUM change · derived
      • Fortune Partners Group Llc filed its initial SEC registration (Form ADV)
        Jul 23, 2015 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026