Who We Are
Founded in 2007, our firm has grown to become one of the largest alternative asset managers in the municipal marketplace with approximately $3 billion¹ of assets under management.
We employ private equity-style control strategies as well as more liquid, opportunistic credit strategies, both common in the corporate and distressed worlds, but otherwise uncommon in the municipal market. By applying our patient capital, adaptive strategies, and total return focus to a fragmented and inefficient market, we are able to capitalize on a growing opportunity set.
Our Firm is committed to excellence, integrity and teamwork. These core principles shape our investment philosophy where our objective is to drive meaningful value for both our investors and the surrounding communities in which we invest.Meet our team
A Decade of Milestones
July 2007Fundamental Advisors is formed
May 2008Fundamental Partners final close
March 2013Fundamental Partners II final close
May 2013Fundamental Credit Opportunities is launched
April 2017Fundamental Partners III final close
July 2017Fundamental celebrates 10 years of investing