FORTALEZA ASSET MANAGEMENT INC
CRD #106797 SEC #801-37037 CHICAGO, IL 312-621-6111
SEC Registered
Total AUM
$16.5M
Discretionary
$16.5M
Employees
3
Clients
--
Accounts
8
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GONZALES, DIANA, M | I | CORPORATE SECRETARY | NA | |
| GOVEA, ELIZABETH, G. | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| GOVEA, ELIZABETH, G. | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| GOVEA, ELIZABETH, G. | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| GOVEA, ELIZABETH, G. | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| GOVEA, ELIZABETH, G. | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| ILLYAS, DIANA, GONZALES | I | CORPORATE SECRETARY | NA | |
| ILLYAS, DIANA, M. | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, CORPORATE SECRETARY | NA | |
| ILLYAS, DIANA, M. | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, CORPORATE SECRETARY | NA | |
| ILLYAS, DIANA, M. | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, CORPORATE SECRETARY | NA | |
| MCGONAGLE, MARY, ELLEN | I | VICE PRESIDENT | NA | |
| MCGONAGLE, MARY, ELLEN | I | VICE PRESIDENT | NA | |
| MCGONAGLE, MARY, ELLEN | I | VICE PRESIDENT | NA | |
| MCGONAGLE, MARY, ELLEN | I | VICE PRESIDENT | NA | |
| OSUNKWO, DAVID, IJEOMA | I | CHIEF COMPLIANCE OFFICER | NA | |
| OSUNKWO, DAVID, IJEOMA | I | CHIEF COMPLIANCE OFFICER | NA | |
| OSUNKWO, DAVID, IJEOMA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | INVESTMENT ANALYST | NA | |
| PEREZ, CHRISTINA, ISABEL | I | INVESTMENT ANALYST | NA | |
| PEREZ, CHRISTINA, ISABEL | I | INVESTMENT ANALYST | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & ASSISTANT PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & ASSISTANT PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & ASSISTANT PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | INVESTMENT ANALYST | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & ASSISTANT PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & ASSISTANT PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| PEREZ, CHRISTINA, ISABEL | I | VICE PRESIDENT & PORTFOLIO MANAGER | NA | |
| WIGFALL, SIDNEY, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIGFALL, SIDNEY, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WIGFALL, SIDNEY, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CIO & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CIO & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CIO & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CIO & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| PEREZ, MARGARITA | I | PRESIDENT/CEO, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| HURLBURT, TIMOTHY | I | VICE PRESIDENT & PORTFOLIO MANAGER | B | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| GOBLE, JAMES, ALOYSIUS | I | VICE PRESIDENT & PORTFOLIO MANAGER | A | |
| PERKINS, BONNIE, SUE | I | V.P. RESEARCH | A | |
| PERKINS, BONNIE, SUE | I | V.P. RESEARCH | A |
Registrations
Federal
IA
Mar 28, 2018 REGISTERED
Notice Filings (4)
CA IL PR TX
Address
8770 W BRYN MAWRSUITE 1300, #195
CHICAGO, IL 60631
United States
Phone: 312-621-6111