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 Philosophy

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 2007
    Fundamental Advisors is formed
  • May 2008
    Fundamental Partners final close
  • March 2013
    Fundamental Partners II final close
  • May 2013
    Fundamental Credit Opportunities is launched
  • April 2017
    Fundamental Partners III final close
  • July 2017
    Fundamental celebrates 10 years of investing