FORTRESS PRIVATE LEDGER, LLC

FORTRESS PRIVATE LEDGER, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 290298). Regulatory assets under management: $584.0M.

Registration

• CRD: 290298
• SEC file number: 801-118075
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search