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Data Factory

Fortitude Family Office

Family Offices

Scottsdale, AZ

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Search this name across graphsid dfx:fo:88d0f92a-fcf5-4a4d-acec-5ab32d4f55e8

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire, dfx's own graph. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 49
Dated events: 40
On other graphs: 5
Observed: Sep 12, 2026 to Sep 20, 2026
110 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Fortitude Family Office

Capital provider to sponsors · shared crd

Private Equityidentity

Fortitude Family Office

Private equity manager · shared crd

RIA / Wealth Managementidentity

FORTITUDE FAMILY OFFICE

Registered adviser · shared crd

Private Creditidentity

FORTITUDE FAMILY OFFICE

Private credit manager · shared crd

Real Estate Fundsidentity

Fortitude Family Office

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $1.0BForm ADV, as of 2026-03-24
13F value: $448M1890 positions, 2026-03-31; never AUM
Private funds: 2
Investments: 0
Direct investments: 0
People: 38
Decision makers: 13derived
Website: fortitudefo.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Dale Andrew Phillips	Managing Member/chief Compliance Officer	leadership	principal	n/a	yes	fact
Drew Phillips	Coo	operations	unknown	n/a	yes	fact
Ranju Narasimharaju-Govindaraju	Associate \| Advisory Operations	operations	unknown	n/a	yes	fact
Log In	Letter from our founder	leadership	senior	n/a	yes	fact
Professional Photographer	Small Business Owner	leadership	senior	n/a	yes	fact
Amanda Noxon	Senior Associate \| Advisory Operations	operations	unknown	n/a	yes	fact
Money Movement	9+ Years in Operations	operations	unknown	n/a	yes	fact
David Walser	Director \| Client Strategies	leadership	senior	n/a	yes	fact
Recruitment Support	Small Business Owner	leadership	senior	n/a	yes	fact
James Coons	Senior Director \| Tax, Partner	leadership	senior	n/a	yes	fact
Mukesh Mohan	Associate \| Family Services	other	unknown	n/a	yes	fact
Christina Nuckolls	Senior Associate \| Tax	other	unknown	n/a	yes	fact
Geoff Tran	Director \| Wealth, Tax	leadership	senior	n/a	yes	fact
Danna Fierros	Senior Associate \| Advisory Operations	operations	unknown	n/a	yes	fact
Emily Gall	Associate \| Wealth, Tax	other	unknown	n/a	yes	fact
Matt Lucas	Advisor \| Wealth	other	unknown	n/a	yes	fact
Matt Brower	Senior Associate \| Wealth, Tax	other	unknown	n/a	yes	fact
Money Movements	Family Office Operations	operations	unknown	n/a	yes	fact
Ivan Lopez	Director \| Technology	leadership	senior	n/a	yes	fact
Remy Solves	Associate \| Wealth, Tax	other	unknown	n/a	yes	fact
Ronald Whaley	Senior Strategist \| Tax	other	unknown	n/a	yes	fact
Brijitta Binu Mannoor	Associate \| Tax	other	unknown	n/a	yes	fact
Corey Bird	Director \| Wealth, Ranching Services	leadership	senior	n/a	yes	fact
Suparva Paruthy	Senior Associate \| Advisory Operations , Investments	Direct investments	unknown	n/a	yes	fact
Gym Enthusiast	Senior Associate \| Tax	other	unknown	n/a	yes	fact

Relationships

Employs (41)

→ Sam WinterPersonSenior Analyst | Investments
factThe subject's own site
→ Ronald WhaleyPersonSenior Strategist | Tax
factThe subject's own site
→ David WalserPersonDirector | Client Strategies
factThe subject's own site
→ Geoff TranPersonDirector | Wealth, Tax
factThe subject's own site
→ Remy SolvesPersonAssociate | Wealth, Tax
factThe subject's own site
→ Jui ShahPersonAssociate | Family Office
factThe subject's own site
→ Drew PhillipsPersonChief Operating Officer, Partner
factThe subject's own site, Form 13F
→ Christy PaterPersonAdvisor | Wealth
factThe subject's own site
→ Suparva ParuthyPersonSenior Associate | Advisory Operations , Investments
factThe subject's own site
→ Christina NuckollsPersonSenior Associate | Tax
factThe subject's own site
→ Money MovementPerson9+ Years in Operations
factThe subject's own site
→ Amanda NoxonPersonSenior Associate | Advisory Operations
factThe subject's own site
→ Celeste NicholsPersonExecutive Assistant | Advisory Operations
factThe subject's own site
→ Ranju Narasimharaju-GovindarajuPersonAssociate | Advisory Operations
factThe subject's own site
→ Trevor MoorePersonAdvisor | Wealth
factThe subject's own site
→ Mukesh MohanPersonAssociate | Family Services
factThe subject's own site
→ Process ImprovementPersonFormer Small Business Owner
factThe subject's own site
→ Carlos MathersonPersonAssociate | Advisory Operations
factThe subject's own site
→ Matt LucasPersonAdvisor | Wealth
factThe subject's own site
→ Ivan LopezPersonDirector | Technology
factThe subject's own site
→ Atticus LavellePersonSenior Associate | Wealth, Tax
factThe subject's own site
→ Shaaol KashaPersonSenior Associate | Family Services
factThe subject's own site
→ Recruitment SupportPersonSmall Business Owner
factThe subject's own site
→ Kristin GreenleafPersonDirector | Wealth, Advisory Operations
factThe subject's own site
→ Emily GallPersonAssociate | Wealth, Tax
factThe subject's own site
→ Money MovementsPersonFamily Office Operations
factThe subject's own site
→ Danna FierrosPersonSenior Associate | Advisory Operations
factThe subject's own site
→ James CoonsPersonSenior Director | Tax, Partner
factThe subject's own site
→ Professional PhotographerPersonSmall Business Owner
factThe subject's own site
→ Gym EnthusiastPersonSenior Associate | Tax
factThe subject's own site
and 11 more

Vehicle of (2)

← FORTITUDE REAL ESTATE CREDIT, L.P.VehicleADV private fund
Aug 7, 2024 to presentfactForm ADV, Form D
← FORTITUDE PRIVATE LENDING L.P.VehicleADV private fund
Oct 10, 2023 to presentfactForm ADV

Affiliated with (2)

→ Andrew Fortitude GP II, LLCOrgboth named on FORTITUDE REAL ESTATE CREDIT, L.P.
Feb 22, 2024 to presentfactForm D
→ Andrew Fortitude Family Office, LLCOrgboth named on FORTITUDE REAL ESTATE CREDIT, L.P.
Feb 22, 2024 to presentfactForm D

Controls (1)

→ FORTITUDE REAL ESTATE CREDIT, L.P.Vehicleprincipal is the control party
Feb 22, 2024 to presentinferenceForm D

Owns (1)

← Fortitude Family Office Holdco,Org75% or more (Owner)
Jul 1, 2025 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Fortitude Family Office: CONFIRMED_SFO -> CONFIRMED_MFO (Fortitude's own site describes a Scottsdale advisory firm with many clients per advisor and over $3 billion of client net worth under advisement, so it serves many families rather than one.)
First seen by DFX
Sep 12, 2026
date not stated
Fortitude Family Office: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
First seen by DFX
Sep 12, 2026
date not stated
Fortitude Family Office: CONFIRMED_MFO -> CONFIRMED_SFO (its own press release describes it as a single family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Fortitude Family Office found on the SEC adviser roster (name)
Occurred
Aug 31, 2026
Fortitude Family Office Fortitude Family Office named as a single family office on prnewswire
Occurred
Apr 16, 2026
Fortitude Family Office, LLC reported $447,712,150 across 1890 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Fortitude Family Office, LLC opened a $33,401,864 position in Avantis Total Equity Markets Etf (710,489 shares)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC reduced KKR & Co Inc Com 25,589 -> 17,670 shares ($3,262,086 -> $1,634,475)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC reduced Clearbridge Large Cap Growth Select Etf 27,200 -> 13,600 shares ($2,239,569 -> $1,022,720)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC reduced Invesco Qqq Trust Series I 9,737 -> 4,979 shares ($5,981,541 -> $2,873,810)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC reduced Knight-Swift Transn Hldgs Inc Cl a 247,283 -> 61,897 shares ($12,927,955 -> $3,564,002)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC reduced Jpmorgan Chase & Co Com 9,310 -> 3,405 shares ($2,999,868 -> $1,001,615)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC reduced Chevron Corporation Com 36,919 -> 25,551 shares ($5,626,825 -> $5,286,502)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC increased Janus Henderson Aaa Clo Etf 71,445 -> 106,635 shares ($3,613,688 -> $5,371,205)
Occurred
Mar 31, 2026
Fortitude Family Office, LLC increased Jpmorgan Ultra-Short Income Etf 35,003 -> 47,793 shares ($1,770,799 -> $2,418,798)
Occurred
Jan 15, 2026
Fortitude Family Office, LLC reported $429,762,993 across 1923 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Fortitude Family Office, LLC reduced Wisdomtree Floating Rate Treasury Fund 262,257 -> 113 shares ($13,183,636 -> $5,686)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC opened a $3,613,688 position in Janus Henderson Aaa Clo Etf (71,445 shares)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC increased Franklin Senior Loan Etf Franklin Liberty Senior Loan Fund 10,962 -> 129,483 shares ($263,307 -> $3,032,492)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC increased Imgp Dbi Managed Futures Strategy Etf 332,172 -> 448,656 shares ($9,071,615 -> $12,589,282)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC increased Invesco Senior Loan Etf 12,130 -> 391,037 shares ($253,881 -> $8,211,777)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC increased Vanguard 0-3 Month Treasury Bill Etf 392 -> 282,859 shares ($29,641 -> $21,336,090)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC increased Chevron Corp New Com 1,448 -> 36,919 shares ($224,860 -> $5,626,825)
Occurred
Dec 31, 2025
Fortitude Family Office, LLC increased Dimensional Inflation-Protected Securities Etf 284,571 -> 428,494 shares ($12,017,434 -> $17,806,067)
Occurred
Oct 17, 2025
Fortitude Family Office, LLC reported $371,868,306 across 1979 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Dimensional U.S. Targeted Value Etf 47,429 -> 60,265 shares ($2,559,255 -> $3,508,020)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Universal Technical Inst Inc Com 292 -> 141,110 shares ($9,896 -> $4,593,131)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Ishares U.S. Technology Etf 432 -> 35,353 shares ($74,853 -> $6,924,239)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Avantis U.S. Large Cap Value Etf 78,527 -> 98,240 shares ($5,356,329 -> $7,098,842)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Ishares Core Msci Eafe Etf 4,903 -> 52,503 shares ($409,302 -> $4,584,037)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Wisdomtree Floating Rate Treasury Fund 199,678 -> 262,257 shares ($10,045,777 -> $13,183,636)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC increased Ishares Core Msci Emerging Markets Etf 91,963 -> 124,272 shares ($5,520,536 -> $8,192,007)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC opened a $2,064,447 position in Vanguard Russell 1000 Value Etf (23,100 shares)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC opened a $2,087,100 position in Vanguard Small Cap Value Etf (10,000 shares)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC opened a $2,127,053 position in Ishares S&p 500 Value Etf (10,300 shares)
Occurred
Sep 30, 2025
Fortitude Family Office, LLC opened a $2,147,334 position in Vanguard Mid-Cap Value Etf (12,300 shares)
Occurred
Jul 15, 2025
Fortitude Family Office, LLC reported $304,666,186 across 2026 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Fortitude Family Office, LLC increased Vanguard Ftse Emerging Markets Etf 52,140 -> 80,803 shares ($2,359,848 -> $3,996,504)
Occurred
Jun 30, 2025
Fortitude Family Office, LLC opened a $5,514,112 position in Avantis Emerging Markets Equity Etf (80,451 shares)
Occurred
Jun 30, 2025
Fortitude Family Office, LLC increased Vanguard Small-Cap Etf 6,391 -> 9,273 shares ($1,417,204 -> $2,197,516)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (office website), 2 office addresses (Form 13F), 2 websites (Form ADV, office website) · as of 2026-09-13

Drew Phillips
COO · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Sam Winter (Senior Analyst | Investments), Ronald Whaley (Senior Strategist | Tax), David Walser (Director | Client Strategies), Geoff Tran (Director | Wealth, Tax), Remy Solves (Associate | Wealth, Tax), Jui Shah (Associate | Family Office), Christy Pater (Advisor | Wealth), Suparva Paruthy (Senior Associate | Advisory Operations , Investments), Christina Nuckolls (Senior Associate | Tax), Money Movement (9+ Years in Operations), Amanda Noxon (Senior Associate | Advisory Operations), Celeste Nichols (Executive Assistant | Advisory Operations).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:88d0f92a-fcf5-4a4d-acec-5ab32d4f55e8
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 10 min ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire, DFX's own graph
6 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Fortitude Family Office

Family Offices

Scottsdale, AZ

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:88d0f92a-fcf5-4a4d-acec-5ab32d4f55e8

Person

Title

Role

Seniority

Family member

Current

Evidence

Dale Andrew Phillips

Managing Member/chief Compliance Officer

leadership

principal

n/a

yes

fact

Drew Phillips

Coo

operations

unknown

n/a

yes

fact

Ranju Narasimharaju-Govindaraju

Associate | Advisory Operations

operations

unknown

n/a

yes

fact

Letter from our founder

leadership

senior

n/a

yes

fact

Professional Photographer

Small Business Owner

leadership

senior

n/a

yes

fact

Amanda Noxon

Senior Associate | Advisory Operations

operations

unknown

n/a

yes

fact

Money Movement

9+ Years in Operations

operations

unknown

n/a

yes

fact

David Walser

Director | Client Strategies

leadership

senior

n/a

yes

fact

Recruitment Support

Small Business Owner

leadership

senior

n/a

yes

fact

James Coons

Senior Director | Tax, Partner

leadership

senior

n/a

yes

fact

Mukesh Mohan

Associate | Family Services

other

unknown

n/a

yes

fact

Christina Nuckolls

Senior Associate | Tax

other

unknown

n/a

yes

fact

Geoff Tran

Director | Wealth, Tax

leadership

senior

n/a

yes

fact

Danna Fierros

Senior Associate | Advisory Operations

operations

unknown

n/a

yes

fact

Emily Gall

Associate | Wealth, Tax

other

unknown

n/a

yes

fact

Matt Lucas

Advisor | Wealth

other

unknown

n/a

yes

fact

Matt Brower

Senior Associate | Wealth, Tax

other

unknown

n/a

yes

fact

Money Movements

Family Office Operations

operations

unknown

n/a

yes

fact

Ivan Lopez

Director | Technology

leadership

senior

n/a

yes

fact

Remy Solves

Associate | Wealth, Tax

other

unknown

n/a

yes

fact

Ronald Whaley

Senior Strategist | Tax

other

unknown

n/a

yes

fact

Brijitta Binu Mannoor

Associate | Tax

other

unknown

n/a

yes

fact

Corey Bird

Director | Wealth, Ranching Services

leadership

senior

n/a

yes

fact

Suparva Paruthy

Senior Associate | Advisory Operations , Investments

Direct investments

unknown

n/a

yes

fact

Gym Enthusiast

Senior Associate | Tax

other

unknown

n/a

yes

fact