Our Funds

Fortress Partners Capital Management, Ltd., is the managing member of a sector-specific private investment fund, Foundation Financial Partners, LLC, which invests in the publicly traded equity securities issued by small cap domestic bank & thrift institutions. The fund is available only to "qualified investors" and only by private offering memorandum. Under the rules of the Securities and Exchange Commission, investors are considered "qualified" if they meet certain minimum net worth and/or income requirements.

In addition we are the general partner of two limited partnerships, Fortress Partners Banc Ventures I, LP, and Fortress Partners Banc Ventures II, LP.  These partnerships or funds were formed to invest in closely held banks and thrifts which are in the early stages of growth and are seeking an additional round of capital investment.  These banks generally range in size from $10 million in total assets (start-up or de novo banks) to larger institutions growing more rapidly than their ability to retain earnings to support their growth.  Some institutions might be as large as $5 billion in assets.  These two partnerships were closed to new investors in 2007.  New partnerships cannot be formed until 65% of the capital committed to these partnerships has been drawn down.  These partnerships were available only to "qualified investors" and only by private offering memorandum. Under the rules of the Securities and Exchange Commission, investors are considered "qualified" if they meet certain minimum net worth and/or income requirements.

Please contact us at (262) 369-1095 for additional information or by e-mail at info@fortresspartners.com.  Please provide us with your name and a phone number at which you can be contacted.

Trust Preferred Accounts

Fortress Partners offers individual account management for investments in trust preferred securities issued by banks and thrifts. For more information about this unique hybrid fixed-income security, click on Trust Preferred at left. Read more on FAQ.

Privately Managed Accounts

Fortress Partners offers private account management services to high net worth individuals and institutional clients who are seeking competitive investment returns consistent with their stated investment goals and risk parameters by concentrated investments in the commercial banking and thrift industries.  Clients have full view access to their accounts via the Internet and receive monthly portfolio appraisals as well as a letter that discusses monthly results and any changes in their portfolio. The minimum account size is $1 million. Read more on FAQ.

Trust Preferred Accounts

Fortress Partners offers individual account management for investments in trust preferred securities of banks and thrifts. Trust preferred securities are hybrid fixed-income instruments issued primarily by banks and thrifts. Like a preferred stock, they pay a quarterly dividend & they also have a finite maturity, typically 30 years. In most instances, trust preferred securities become callable (usually at par value) by the issuer five years after they are issued. Many trust preferred securities are issued by smaller banks and thrifts & that while fundamentally sound, may not have a rating from one of the bond rating agencies (Moody's, S&P, or Fitch). At Fortress Partners, our extensive experience in evaluating the financial condition of banks and thrifts enables us to identify quality trust preferred securities that can provide a higher yield than other fixed income securities of comparable quality and terms. The minimum account size is $1 million. Please contact us for additional information at info@fortresspartners.com or 262-369-1095. Read more on FAQ