Fortaleza Capital Partners is a registered investment advisor based in San Juan, Puerto Rico, founded in 2012. The firm specializes in managing investment portfolios and providing comprehensive family office services for high-net-worth and ultra-high-net-worth individuals and families. Fortaleza Capital Partners offers three distinct service models: Wealth Management for clients with $1 million to $20 million, Multi-Family Office services for clients with over $20 million, and discretionary portfolio management for ultra-high-net-worth clients with a net worth exceeding $30 million. The firm builds customized model portfolios using primarily passive investments such as index funds and exchange-traded funds, tailored to each client's specific risk tolerance and financial goals. In addition to investment management, the firm provides ongoing concierge support and corporate finance advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees typically range from 0.25% to 0.75% based on assets under management and are negotiable.