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FORTRESS INVESTMENT GROUP
Legal name: FIG LLC
CRD 129612File 801-62982
APPROVED
Custody
Disclosure events
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$87.30B
Top 10% of cohort (national)
Discretionary AUM
$87.30B
Clients
353
359 accounts
Employees
1,004
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 27, 2004
- Principal office
- 1345 AVENUE OF THE AMERICAS, 46TH FLOOR, NEW YORK, NY, 10105
- Phone
- 212-798-6100
- Website
- HTTP://WWW.FORTRESS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $87.30B
- Discretionary AUM
- $87.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 359
- Non-discretionary accounts
- 0
- Total accounts
- 359
- AUM per client
- $247.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.08B |
| Insurance companies | Fewer than 5 | $1.73B |
| Pooled investment vehicles | 353 | $73.48B |
| Pension and profit sharing plans | Fewer than 5 | $64K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — OTHER FEES DESCRIBED IN EACH CLIENT'S GOVERNING DOCUMENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 959 | 1,004 | increased by45 |
| Apr 1, 2026 | Clients | 344 | 353 | increased by9 |
| Apr 1, 2026 | AUM | $76,858,889,090 | $87,301,970,629 | increased by$10,443,081,539 |
| Apr 1, 2026 | Accounts | 350 | 359 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 888 | 959 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 319 | 344 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $114,346,888,663 | $76,858,889,090 | decreased by$37,487,999,573 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 319 | 350 | increased by31 |
| Apr 1, 2022 | Employees | 882 | 888 | increased by6 |
| Apr 1, 2022 | Clients | 285 | 319 | increased by34 |
| Apr 1, 2022 | AUM | $102,427,467,730 | $114,346,888,663 | increased by$11,919,420,933 |
| Apr 1, 2022 | Accounts | 285 | 319 | increased by34 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORTRESS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORTRESS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.