Full text of FORTRESS PRIVATE LEDGER, LLC's X-17A-5 filed 2025-03-31 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # **ANNUAL REPORTS FORM X-17A-S PART** Ill | 0MB APPROVAL | | | | |--------------------------|--|--|--| | 0MB Number: 3235-0123 | | | | | Expires: Nov. 30, 2026 | | | | | Estimated average burden | | | | | hours per response: 12 | | | | SEC FILE NUMBER 8-70027 **FACING PAGE** **Information Required Pursuant to Rules 17a-·s, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** | FILING FOR THE PERIOD BEGINNING O 1/01 /24 | | AND ENDING 12/31 /24 | | |--------------------------------------------|----------|----------------------|--| | | MM/DD/VY | MM/DD/VY | | **A. REGISTRANT IDENTIFICATION** # NAME OF FIRM: Fortress Private Ledger LLC TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer □ Security-based swap dealer □ Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # 3110 Edwards Mill Rd, Ste 200 | | (No. and Street) | | | | |---------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------|---------------------------------------------|--| | Raleigh | NC | | 27612 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Ana R Carter | 813-442-1645 | | ana.carter@emailfpl.com | | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>David Lundgren and Company, CPAs | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 505 N Mur-Len Rd | Olathe | KS | 66062 | | | (Address) | (City) | (State) | (Zip Code) | | | 01/05/2015 | | 6075 | | | | rte of Reg;st,atioo w;th PCAOB){;f apphcable) | | | )PCAOB Reg;~,at;oo N,mbec, ;f apphca ble) I | | | | FOR OFFICIAL USE ONLY | | | | • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(ii), if applicable. **Persons who are to respond to the collection of information contained in this form are not required to respond unless the form di…Read the full text as markdown