Full text of FORTRESS PRIVATE LEDGER, LLC's X-17A-5 filed 2026-03-31 (period 2025-12-31). 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** 0MB APPROVAL 0MB Number: 3235--0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 #### **ANNUAL REPORTS FORM X-17 A-5 PART** Ill **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **01 /01 /25** AND ENDING **12/31 /25** MM/DD/YY MM/DD/YY **A. REGISTRANT IDENTIFICATION** ### NAME oF FIRM: Fortress Private Ledger LLC TYPE OF REGISTRANT (check all applicable boxes): [!l Broker-dealer D Security-based swap dealer D Major security-based swap participant □ Check here if respondent is also an OTC derivatives dea ler 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* | | | | | 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 Registcatioo with PCAOB){;f applicable) (PCAOB RegistcaUoo Nombe,, if applicable <sup>I</sup>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-5(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 displays a currently valid 0MB control number.** {1}------------------------------------------------ #### OATH OR AFFIRMATION | I, Joseph Grabar | swear (or affirm) that, to the best of my knowledge and belief, the | | |------------------------------------------------------------…Read the full text as markdown