FORTRESS INVESTMENT GROUP
Firm details
- Headquarters
- New York, New York
- CRD number
- 129612
- Registered since
- April 27, 2004
- Website
- www.fortress.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles84.17%
- Corporations / Businesses13.84%
- Insurance Companies1.99%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fortress Investment Group operates as a multifaceted alternative asset manager that blends hedge fund, private equity, real estate and securitized-asset strategies. Organized as a limited liability company and registered with the SEC since 2004, the firm primarily serves institutional clients and acts as an adviser to pooled vehicles as well as to businesses and other institutions. Its activities extend beyond portfolio management to include commodity pool or trading-advice functions (CPO/CTA) and the selection or oversight of sub‑advisers and other managers. The firm identifies as an active ESG investor and also sponsors and manages pooled investment vehicles. Its organizational footprint spans multiple alternative product types, and its fee arrangements include asset-based and performance-linked components.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other84%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2DANIEL BASS
Chief Financial OfficerCRD 4747757
ANDREW MCKNIGHT
Managing Partner and Co-Chief Executive OfficerCRD 4234427
Contacts
3 of 3JACK NEUMARK
President and Managing PartnerCRD 7930279
Andrew Walsh
Associate Managing DirectorCRD 6632217
DAVID BROOKS
General CounselCRD 5314938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$50.9M in ETFs
100%
$50.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $50.9M | 1,325,000 | 100.00% |
Location
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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