# FORTITUDE FAMILY OFFICE, LLC

FORTITUDE FAMILY OFFICE, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 317615
- Type: SEC-registered investment adviser
- SEC file number: 801-122907
- Location: 7500 N DOBSON RD, SUITE 151, SCOTTSDALE, AZ, 85256
- Phone: (602) 834-0089
- Latest filing: 2026-03-24
- Regulatory AUM: $1.0B
- Discretionary AUM: $911.8M
- Non-discretionary AUM: $88.3M
- Clients: 28
- Accounts: 848

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Dale Andrew Phillips | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | SCOTTSDALE, AZ |
| Matthew Gene Walker | CEO, MANAGING MEMBER; CHEIF COMPLIANCEOFFICER, MANAGING MEMBER; MEMBER | — |
| WALKER MATTHEW GENE | CCO; CCO, MANAGING MEMBER; CCO, MEMBER (+2 more) | — |
| PHILLIPS CHANDLER ANDREW | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |


## Private funds (2)

Mix: Private Equity Fund 1 · Real Estate Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FORTITUDE PRIVATE LENDING L.P. | Private Equity Fund | Delaware | 8 | $79.6M | $50K |
| FORTITUDE REAL ESTATE CREDIT, L.P. | Real Estate Fund | Delaware | 3 | $57.2M | $250K |


## Fund service providers (1)

- administrator: NAV CONSULTING — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317615/similar
- Related entities: https://search.stillhousedata.com/firm/317615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317615

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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.