The FORTRESS ADVISERS is a privately held investment adviser that advises $453.55mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FORTRESS ADVISERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 111.94% over the last 5-years.
The Group has been registered with the SEC for 6.18 years and is comprised of 2 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 1099 W MORSE BLVD, WINTER PARK, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 16 employees comprised of 7 investment and 9 non-investment staff. The total number of Employees increased by 77.78% over the last 5-years.
Their $453.55mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 13 other accounts. Assets of High Net Worth Individuals clients own $354.02mn or 78.05% of Total Assets and Individuals own $76.89mn or 16.95% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
FORTRESS ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.