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 investment manager organized as a limited liability company and registered with the SEC since 2004. The firm operates across hedge fund, private equity, real estate, securitized asset and other alternative strategies and serves principally institutional clients. Its business model combines principal fund management with advisory roles: it acts as a commodity pool operator/commodity trading advisor, manages pooled investment vehicles and institutional portfolios, and selects sub-advisers where appropriate. Fee arrangements include asset-based and performance-linked components. Fortress reports being an active ESG investor and maintains affiliations across the financial services ecosystem—examples in filings include broker‑dealer, insurance company and real estate broker relationships, and roles as sponsor, general partner or managing member of pooled vehicles.
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 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
$44.1M in ETFs
100%
$44.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $44.1M | 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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