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Fitzroy Investment Advisors
Fitzroy Investment Advisors was established in 2011 by José Andrés Fernández. The firm’s capital base originates from Fernández’s prior roles in investment...
Overview
Fitzroy Investment Advisors was established in 2011 by José Andrés Fernández. The firm’s capital base originates from Fernández’s prior roles in investment banking and wealth management at UBS. Fitzroy provides non-discretionary advice across public equities, hedge funds, private equity, and real estate. It constructs bespoke portfolios through manager selection and ongoing oversight rather than direct fund commitments or proprietary products. The firm maintains a single North American footprint and avoids asset management or concierge services. The team comprises eight professionals listed on the firm site. No additional offices or adjacent vehicles are disclosed. No operational events from the last 24 months appear in available sources.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Aventura
Corporate office
21500 Biscayne Boulevard, Suite 404, Aventura, Florida 33180, United States
Principals
José Andrés Fernández
Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Fitzroy Investment Advisors?
José Andrés Fernández serves as Managing Principal. The firm lists eight professionals on its site who support manager selection and portfolio construction.
Does Fitzroy Investment Advisors participate in fund commitments or only direct deals?
The firm focuses on manager selection and non-discretionary allocation across external funds rather than direct deals.
What investment stages does Fitzroy Investment Advisors typically target?
It covers public markets and private strategies including hedge funds, private equity, and real estate without specified stage restrictions.
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