$95.1M Total AUM
$72.4M Disc. AUM
-- 3Y CAGR
2 Employees
12 ADV. Clients
10 yrs Firm Age
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- Custodian
- BNP Paribas
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2016
- Office Locations
- 1
Office Locations
250 Ponce DE Leon Avenue City Towers, Suite 1003 SAN Juan PR
About Fortaleza Capital Partners, LLC
Fortaleza Capital Partners (FCP) is a Puerto Rico-based financial services firm providing advisory and investment solutions for corporate clients, institutions, and entrepreneurial families. The firm supports asset management and portfolio construction, with a public profile indicating ETF-oriented portfolios complemented by fixed income and cash, and custody relationships including BNP Paribas.
Team overview
-- AVG AGE
$95.1M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Focus pioneer Ridge delta Pathway Vital Delta frontier
Client Personas
Atlas legacy
Custodian
Legacy
Investment Themes
Legacy Momentum
Investment Vehicles
Glacier
Services
Oak Atlas focus
Owner & Executives
J
JOSE J. RODRIGUEZ
Principal
- CRD
- #5260460
- Ownership
- 75% or more
(482) 534-7500
element.legacy@legacycapital.com
in linkedin.com/in/meridian-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,437,645 | -- |
| Non-Discretionary | $22,662,475 | -- |
| Total | $95,100,120 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,100,120
Equity - Exchange:
21.1% U.S. Government/Agency:
9.4% Cash:
21.2% Equity - OTC:
6.8% Corporate - Investment Grade:
14.1% Municipal Bonds:
22.2% Public Funds:
5.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,816,683,831 | 21.1% |
| U.S. Government/Agency | $809,328,342 | 9.4% |
| Cash | $1,825,293,707 | 21.2% |
| Equity - OTC | $585,471,566 | 6.8% |
| Corporate - Investment Grade | $1,213,992,513 | 14.1% |
| Municipal Bonds | $1,911,392,467 | 22.2% |
| Public Funds | $447,713,551 | 5.2% |
| Total | $8,609,875,977 | 100.0% |