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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2019
- Office Locations
- 2
Office Locations
About Fortune Capital Management LLC
Fortune Capital Partners (FCP) is a Coral Gables, Florida–based real estate firm founded in 1998. Focused on residential real estate and multifamily development, it acquires, manages and converts properties to condominiums and also constructs new multifamily communities. The portfolio spans multifamily, office, hotel, retail and residential development land across Florida, often via joint ventures with experienced operators.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $225.7K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on September 7, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fortune Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Moshe Sussman
Chief Compliance Officer, Managing Member
- CRD
- #7316427
- Ownership
- 75% or more
Leah Sussman
Tax Associate
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,695,804 | -- |
| Non-Discretionary | $12,642 | -- |
| Total | $2,708,446 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fortune Capital Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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