The FORTITUDE FAMILY OFFICE is a privately held investment adviser that advises $1Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. FORTITUDE FAMILY OFFICE 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 586.58% over the last 4-years.
The Group has been registered with the SEC for 4.61 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7500 N DOBSON RD SUITE 151, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 28 employees comprised of 13 investment and 15 non-investment staff. The total number of Employees increased by 133.33% over the last 4-years.
Their $1Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $824.32mn or 82.42% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $136.76mn or 13.67% of Total Assets.
The Group's top investment strategies include FI/Credit - Lending and FI/Credit - Diverse, representing 58.19% and 41.81% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 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.
FORTITUDE FAMILY OFFICE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.