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 privately organized asset manager that runs a mix of hedge, private equity, real estate and securitized-asset strategies. The firm serves primarily institutional clients and operates pooled investment vehicles while also providing portfolio management for businesses and institutions and selecting sub‑advisers. Its fee arrangements typically combine a percentage of assets under management with performance-based fees, and it is active in ESG considerations. Fortress also performs commodity pool operator/commodity trading adviser (CPO/CTA) activities and sponsors and manages pooled vehicles as a general partner or managing member.
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
$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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