Fortress Investment Group

RIASEC RegisteredEst. 2004
Total AUM
$87.3B
Discretionary
$87.3B
100% of AUM
Avg account
$243M
Accounts
359
Employees
1,004
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
129612
Registered since
April 27, 2004
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 84%, Non-Exchange Traded Equities 12%, Cash & Cash Equivalents 4%84%
  • Other84%
  • Non-Exchange Traded Equities12%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Daniel Bass

    Daniel Bass

    Chief Financial OfficerCRD 4747757

  • Andrew Mcknight

    Andrew Mcknight

    Managing Partner and Co-Chief Executive OfficerCRD 4234427

Contacts

3 of 3
  • Jack Neumark

    President and Managing PartnerCRD 7930279

  • Andrew Walsh

    Andrew Walsh

    Associate Managing DirectorCRD 6632217

  • David Brooks

    General CounselCRD 5314938

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$44.1M in ETFs

Passive

100%

$44.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$44.1M1,325,000100.00%

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