Private fund adviser · New York, NY
Fortress Investment Group
FIG LLC · SEC-registered investment adviser · CRD 129612 · SEC 801-62982
At a glance
Fortress Investment Group is an SEC-registered investment adviser based in New York, New York, with $87.3 billion in regulatory assets under management as of its Form ADV filed August 19, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 100th of 4,686 private fund advisers and 294th of 17,210 SEC-registered advisers by assets.
Main office 212-798-6100fortress.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $87B
- Rank among private fund advisers
- #100 of 4,686
- Rank among all SEC RIAs
- #294 of 17,210
- Rank in New York
- #72 of 2,591
- Clients
- 353
- Accounts
- 359
- Discretionary
- 100% of AUM
- Employees
- 1,004
- Advisory staff
- 432
- Offices
- 19
Owners and executives on its Form ADV
- Daniel N. BassChief Financial Officer
- David N. BrooksVice President, Secretary, Security Officer and General Counsel
- Andrew A. McKnightCo-Chief Executive Officer
- Jack A. NeumarkCo-Chief Executive Officer
- Andrew J. WalshChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Fortress Investment Group is a hybrid RIA: 36 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Fortress Capital Formation LLC and Fortress Wealth Solutions LLC.
- Fortress Capital Formation LLC ↗CRD 152385
- Fortress Wealth Solutions LLC ↗CRD 324594
Its Form ADV brochure (filed March 2026) names Fortress Capital Formation and Fortress Wealth Solutions as the broker-dealer its advisers are registered with.
Certain employees who are registered representatives of FCF and/or FWS may be compensated based on a variety of factors, including the amount of capital they raise for Clients. 52
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 353 | $73B | 84% |
| Corporations or other businesses | – | $12B | 14% |
| Insurance companies | – | $1.7B | 2% |
| Pension and profit sharing plans | – | $0M | <1% |
Private funds
Fortress Investment Group reports 347 private funds with $99B in gross assets: hedge funds, private equity funds, real estate funds, securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Fortress Investment Group answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗fortress.com ↗
AtlasMembers
The full record on Fortress Investment Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 247 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 9Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fortress Investment Group manage?
Fortress Investment Group reports $87.3 billion in regulatory assets under management across 359 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 19, 2026.
What kind of firm is Fortress Investment Group?
Fortress Investment Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Fortress Investment Group’s clients?
By assets, its largest client types are pooled investment vehicles ($73.5 billion, 353 clients); corporations or other businesses ($12.1 billion); insurance companies ($1.7 billion).
Does Fortress Investment Group manage private funds?
Yes. It reports 347 private funds with $99.4 billion in gross assets, including hedge funds, private equity funds, real estate funds, securitized asset funds.
Does Fortress Investment Group have any disciplinary history?
Fortress Investment Group answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Fortress Investment Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →