FORTITUDE FAMILY OFFICE, LLC

FORTITUDE FAMILY OFFICE, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 317615). Regulatory assets under management: $1.0B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos, Other.

Officers, owners & control persons (4)

NameRoleLocation
Dale Andrew PhillipsMANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBERSCOTTSDALE, AZ
Matthew Gene WalkerCEO, MANAGING MEMBER; CHEIF COMPLIANCEOFFICER, MANAGING MEMBER; MEMBER
WALKER MATTHEW GENECCO; CCO, MANAGING MEMBER; CCO, MEMBER (+2 more)
PHILLIPS CHANDLER ANDREWMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER

Private funds (2)

Private Equity Fund: 1 · Real Estate Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
FORTITUDE PRIVATE LENDING L.P.Private Equity FundDelaware8$79.6M$50K
FORTITUDE REAL ESTATE CREDIT, L.P.Real Estate FundDelaware3$57.2M$250K

Fund service providers (1)

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