Fortis Lux Financial Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2016

Year Founded

  • Professionals
  • 9

Professionals

Fortis Lux Financial General Information

Description

Fortis Lux Financial is a wealth management firm based in New York City, New York. Established in 2016, it helps small-business owners, executives, corporations, and multicultural markets by offering a wide range of needs for individuals and entities in the areas of investments, taxes, philanthropy, estate planning, risk management, and advice. The firm operates as a member of the MassMutual Financial Group. The assets of the firm are managed by its executive management team.

Contact Information

Formerly Known As
MassMutual Westchester, MetLife Premier Client Group
Year Founded
2016
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Financial Officer
Email
Phone
Corporate Office
  • 420 Lexington Avenue
  • 25th Floor, Suite 2510
  • New York, NY 10170
  • United States
+1 (212)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Fortis Lux Financial Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Request a free trial
Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Fortis Lux Financial Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

Request a free trial
  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »