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FORTINBRAS ENTERPRISES LP

NEW YORK, NY · CRD 330555 · IAPD ↗ · fortinbras.com · (646) 993-5321

$122.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
March 2025 — FORTINBRAS ENTERPRISES LP (NEW YORK, NY) left the SEC roster (was $122.8M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
August 2024 — FORTINBRAS ENTERPRISES LP (NEW YORK, NY) is newly SEC-registered with $122.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.