Fund family · SEC Form D record
Fortis Private Strategies funds
Fortis Private Strategies has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2024 to 2026. The newest is Fortis Private Strategies V, LLC, first filed Jun 8, 2026. The adviser of record on Form ADV Schedule D is Fortis Advisors, LLC.
- Vehicles
- 4
- Numbered generations
- 4
- First filing
- 2024
- Latest filing
- Jul 21, 2026
Adviser of record (Form ADV Schedule D) Fortis Advisors, LLC (CRD 164498)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund V
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Fortis Private Strategies V, LLCCIK 2138989 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Fortis Private Strategies IV, LLCCIK 2146047 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Fortis Private Strategies III LLCCIK 2064283 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Fortis Private Strategies I, LLCCIK 2046506 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Fortis Private Strategies funds
- How many Fortis Private Strategies funds are there?
- The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Dec 9, 2024 and the latest filing on Jul 21, 2026. By generation: Fund V (Fortis Private Strategies V, LLC, first filed Jun 8, 2026); Fund IV (Fortis Private Strategies IV, LLC, first filed Jul 21, 2026); Fund III (Fortis Private Strategies III LLC, first filed Apr 18, 2025); Fund I (Fortis Private Strategies I, LLC, first filed Dec 9, 2024).
- What is the latest Fortis Private Strategies fund?
- Fortis Private Strategies V, LLC, which first filed a Form D on Jun 8, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Fortis Private Strategies funds?
- Fortis Advisors, LLC (RIA, CRD 164498), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Fortis Private Strategies funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.