AdvisorRanked
87
Clean

FORTRESS INVESTMENT GROUP

1345 AVENUE OF THE AMERICAS, NEW YORK, NY 10105
Fiduciaryfee-onlySEC Registered
212-798-6100 HTTP://WWW.FORTRESS.COM CRD #129612
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$87.3B
Assets Managed
432
Clients
1004
Employees
22
Years Active
since 2004

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46143. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46143

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 0.23 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameFORTRESS INVESTMENT GROUP
CRD Number#129612
SEC RegisteredYes
Registration Date2004-04-27
States RegisteredNY
Assets Under Management$87.3B
Number of Clients432
Employees1004
Compensation Typefee-only
Last ADV Filing46143

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Frequently Asked Questions

Is FORTRESS INVESTMENT GROUP a fiduciary?

Yes. FORTRESS INVESTMENT GROUP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does FORTRESS INVESTMENT GROUP charge clients?

FORTRESS INVESTMENT GROUP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does FORTRESS INVESTMENT GROUP have any complaints?

Yes. FORTRESS INVESTMENT GROUP has 1 complaint(s) on record. Their complaint ratio is 0.23 per 100 clients (industry average: ~0.15).

How does FORTRESS INVESTMENT GROUP compare to other advisors in NEW YORK?

FORTRESS INVESTMENT GROUP has a Red Flag Score of 87/100. There are 1970 registered advisory firms in NEW YORK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46143. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.