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 is a multi-strategy alternative asset manager organized as an LLC and registered with the SEC since 2004. The firm operates across hedge fund, private equity, real estate and securitized-asset strategies and presents itself as a multifaceted fund manager rather than a pure capital allocator. Its client base is institutional, and its compensation structure includes asset-based fees and performance fees, along with other fee arrangements. Fortress also performs commodity pool operator/commodity trading adviser (CPO/CTA) activities and provides portfolio management for pooled vehicles and for businesses or institutions, as well as selecting other advisers for mandates. The firm reports being an active ESG investor and participates in sponsor/GP and related sponsor roles across pooled investment vehicles and real estate transactions.
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 2
Daniel Bass
Chief Financial OfficerCRD 4747757
Andrew Mcknight
Managing Partner and Co-Chief Executive OfficerCRD 4234427
Contacts
3 of 3David Brooks
General CounselCRD 5314938
Andrew Walsh
Associate Managing DirectorCRD 6632217
Jack Neumark
President and Managing PartnerCRD 7930279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$88.2M in ETFs
100%
$88.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $44.1M | 1,325,000 | 50.00% |
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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