Fortress Capital Formation LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
152385
Registered since
December 21, 2010

Firm profile

FINTRX

Overview

Fortress Capital Formation LLC is organized as a limited liability company and is identified as a domestic entity/individual owner. The firm is listed with an "Unclassified" adviser type and provides very limited public detail about its business model. It has not supplied information on client types, fee schedules, advisory services, or broader business activities. Several operational flags are set to "No": the firm is not flagged as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not listed as newly formed, is not a pension consultant, and is not recorded as a related adviser. Those data points, together with the sparse descriptive fields, indicate minimal outward-facing disclosure about strategy, client focus, or service offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Dawn Blankenship

    Dawn Blankenship

    Founding Partner and COOCRD 7125777

Contacts

3 of 24
  • Alexander Margolies

    Alexander Margolies

    Managing Director, Investor RelationsCRD 2558562

  • Peter Hausmann

    Peter Hausmann

    Managing DirectorCRD 2661303

  • Daniel Kayne

    Daniel Kayne

    Managing DirectorCRD 4812989

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1345 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth