DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Aug 15, 2024 · 10 filings
SEC status approved since Sep 16, 2024
RAUM
$1.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
140
73 advisory (5.B.1)
Offices
18
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.5B as of Mar 31, 2026
Jan 15, 2025$100M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jan 15, 20250 then
Employees (5.A)140 as of Mar 31, 2026
Jan 15, 202523 then
Private funds: no history
RAUM +136% over the last fiscal yearIARs 0 to 0offices 2 to 18
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived19 offices incl. principal (1.F.5)
- RAUM growth, one year
- +136%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• A••••• T••••• · Co-Chief Executive Officer And Co-Chief Investment Officercontrolsince 04/2024 · owns less than 5%
- S••••••• B••••• T••••• · Co-Chief Executive Officer And Co-Chief Investment Officercontrolsince 04/2024 · owns less than 5%
- B•••••••• H•••• A•••• · Membercontrolsince 07/2023 · owns 25% to 50% of M• F•• G•• L••
- B•••••• P••••• L••••• · Membercontrolsince 05/2024 · owns 25% to 50% of F•• B•••• G•• L••
- C•••••• R•••••• W•••• · Membercontrolsince 05/2023 · owns 25% to 50% of M• F•• G•• L••
- K••••• K••••• M••••• · Membercontrolsince 07/2023 · owns 25% to 50% of M• F•• G•• L••
- M•••••• A•••• M••••• · Membercontrolsince 05/2023 · owns 25% to 50% of M• F•• G•• L••
- M•••••••• A•••••• A•••••• · Membercontrolsince 05/2024 · owns 25% to 50% of F•• B•••• G•• L••
- P•••• J•••••• A•••••• · Membercontrolsince 05/2024 · owns 25% to 50% of F•• B•••• G•• L••
- B•••••• D••••• N•••••• · General Counsel And Secretarysince 04/2024 · owns less than 5%
- D•••••••• A•••••• · Chief Financial Officersince 04/2024 · owns less than 5%
- M••••• J••••• J••••• · Chief Operating Officersince 04/2024 · owns less than 5%
- S•••••• P••••• M•••••• · Chief Compliance Officersince 04/2024 · owns less than 5%
Entity owners
- F••••••• I••••••••• G•••• · Memberdirect · owns 75% or more
- E••••••••• I••••••••• C•••••• L•• · Sole Memberindirect · owns 75% or more of M• M••••••••• 7• R•• L•• L••
- F•• B•••• G•• L•• · General Partnerindirect · owns F of F••••••••• H••••• L•
- F•• B•••• G•• L•• · General Partnerindirect · owns F of F• I••••••• A••••••••• L•
- F•• B•••• L• · L•••••• Partnerindirect · owns 75% or more of F•• C••••• L•
- F•• B•••• L• · Memberindirect · owns 75% or more of F•• B•••• S•• L••
- F•• B•••• S•• L•• · L•••••• Partnerindirect · owns 50% to 75% of M• F••••••••• H••••••• L•
- F•• B•••• S•• L•• · Sole Memberindirect · owns 75% or more of M• F••••••••• H••••••• ••• L••
- F•• C••••• L• · L•••••• Partnerindirect · owns 50% to 75% of M• F••••••••• H••••••• L•
- F•• P•••••• L•• · Sole Memberindirect · owns 75% or more of F•••• I• L••
- F•••• I• I••••••••• H••••• L•• · Sole Memberindirect · owns 75% or more of F••••••• I••••••••• G••••
- F•••• I• L•• · Sole Memberindirect · owns 75% or more of F•••• I• I••••••••• H••••• L••
- F• I••••••• A••••••••• L• · L•••••• Partnerindirect · owns 25% to 50% of F••••••••• H••••• L•
- F••••••••• H••••• L• · Sole Memberindirect · owns 75% or more of F•• P•••••• L••
- G••••••••• O• A•• D•••• · Sole Memberindirect · owns 75% or more of M••••••• I••••••••• C•••••• P•••
- M•••••• D••••••••• G••••• H•••••• P••• · Sole Memberindirect · owns 75% or more of T••••• F•••• I••••••••• C•••••• L••
- M•••••• D••••••••• G••••• H•••••• P••• · Sole Memberindirect · owns 75% or more of M••••••• C•••••• L••
- M• F•• G•• L•• · General Partnerindirect · owns F of F•• C••••• L•
- M• F•• G•• L•• · General Partnerindirect · owns F of F•• B•••• L•
- M• F•• G•• L•• · General Partnerindirect · owns F of M• F•• G•••• L•
Related persons
Schedule D 7.A
- C•• C•••••••• G• L••pooled vehicle sponsorn
- C•••••••• I••••••••• M••••••••• C••• L•••investment adviserinvestment companyn
- C••• L••investment advisernRAUM $256M
- D••• T•• F••• •• G• L••pooled vehicle sponsorn
- D• V•••• R••••••• I• G• L••pooled vehicle sponsorn
- D• V•••• R••••••• I•• G• L••pooled vehicle sponsorn
- D• V•••• R••••••• I• G• L••pooled vehicle sponsorn
- D• V•••• R••••••• V• G• L••pooled vehicle sponsorn
- D• V•••• R••••••• V• L•• G• S•• R•••pooled vehicle sponsorn
- D••• A•••••• G• L••pooled vehicle sponsorn
- D••• H• G• S•••••••• P•••••••• L••pooled vehicle sponsorn
- D••••••••• L••• P••••• G• L••pooled vehicle sponsorn
- D••••••••• L••• D•••• V•••• G• L••pooled vehicle sponsorn
- D••••••••• L••• D•••• V•••• I• G• L••pooled vehicle sponsorn
- D••••••••• L••• D•••• V•••• I•• G• L••pooled vehicle sponsorn
- D••••••••• S•••••• O••••••••• G• L••pooled vehicle sponsorn
- D••••••••• S•••••• O••••••••• O••••••• G• L••pooled vehicle sponsorn
- F•• J••• G• S•• R•••pooled vehicle sponsorn
- F•• B• G• L••pooled vehicle sponsorn
- F•• F••• G• L••pooled vehicle sponsorn
- F•• F••• I• G• L••pooled vehicle sponsorn
- F•• F••• I•• G• L••pooled vehicle sponsorn
- F•• F••• I• G• L••pooled vehicle sponsorn
- F•• F••• V• G• L••pooled vehicle sponsorn
- F•• F••• V• M••• G• L••pooled vehicle sponsorn
- F•• F••• V• M••••••• G• L••pooled vehicle sponsorn
- F•• F••• V• G• L••pooled vehicle sponsorn
- F•• M• C••••• G• L••pooled vehicle sponsorn
- F•• M• C••••• I• G• L••pooled vehicle sponsorn
- F•• M• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Mar 31, 2026related persons on Schedule D 7.A of 106.0 against a peer median of 7.0 (850 comparable advisers, 99.0th percentile, 22.3 robust deviations)peers: asset managers, $1B to $5B (850) · 99% percentile
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 11.0 to 140.0 (+1173.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (1109 comparable advisers, 100.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $630,000,000 to $1,489,000,000 (+136.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 96.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 96% percentile
What changed
consecutive filings, newest first
- Advisory employees · 55 to 73Dec 9, 2025 to Mar 31, 2026
- Employees · 104 to 140Dec 9, 2025 to Mar 31, 2026
- Other offices · 16 to 18Dec 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $762M to $1.5BDec 9, 2025 to Mar 31, 2026
- RAUM · $762M to $1.5BDec 9, 2025 to Mar 31, 2026
- Advisory employees · 3 to 55Jun 18, 2025 to Aug 6, 2025
- Employees · 11 to 104Jun 18, 2025 to Aug 6, 2025
- Other offices · 2 to 16Jun 18, 2025 to Aug 6, 2025
- Discretionary RAUM · $630M to $762MJun 18, 2025 to Aug 6, 2025
- RAUM · $630M to $762MJun 18, 2025 to Aug 6, 2025
- Financial planning clients · unset to Mar 28, 2025 to Jun 18, 2025
- Advisory employees · 15 to 3Jan 15, 2025 to Mar 28, 2025
- Employees · 23 to 11Jan 15, 2025 to Mar 28, 2025
- Discretionary RAUM · $100M to $630MJan 15, 2025 to Mar 28, 2025
- RAUM · $100M to $630MJan 15, 2025 to Mar 28, 2025
- Accounts · unset to 1.0Nov 18, 2024 to Jan 15, 2025
- Discretionary RAUM · unset to 100000000.0Nov 18, 2024 to Jan 15, 2025
- Non-discretionary RAUM · unset to 0.0Nov 18, 2024 to Jan 15, 2025
- RAUM · unset to 100000000.0Nov 18, 2024 to Jan 15, 2025
Signals
4 dated events
- F••• M••••••••• L•• reported RAUM $1.5B, up 95% from $761.9M (2025-12-09 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- F••• M••••••••• L•• reported 16 offices beyond its principal office, up from 2 (2025-06-18 to 2025-08-06)Aug 6, 2025 · Office count change · derived
- F••• M••••••••• L•• reported RAUM $630.0M, up 530% from $100.0M (2025-01-15 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- F••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 15, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fortress-investment-group/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- F•••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-798-6100reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026