# FORTRESS PRIVATE LEDGER, LLC

FORTRESS PRIVATE LEDGER, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 290298
- Type: SEC-registered investment adviser
- SEC file number: 801-118075
- Location: 3110 EDWARDS MILL RD, SUITE 200, RALEIGH, NC, 27612
- Phone: 919-322-2761
- Latest filing: 2026-03-31
- Regulatory AUM: $584.0M
- Discretionary AUM: $570.6M
- Non-discretionary AUM: $13.4M
- Clients: 22
- Accounts: 1,528

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Ana R Carter | FINOP/CFO/PFO/POO | — |
| Joseph Nicholas Iii Grabar | CEO/CCO/TRUSTEE | — |
| Christopher Joseph Gure | OWNER | — |
| CARTER DAVID R | FINOP/CFO/PFO/POO | — |
| GRABAR JOSEPH NICHOLAS III | CEO/CCO; CEO/CCO/TRUSTEE | — |
| GURE CHRISTOPHER JOSEPH | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290298/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290298/similar
- Related entities: https://search.stillhousedata.com/firm/290298/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290298

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.