Fortress Private Ledger, LLC
Fortress Private Ledger, LLC is an SEC-registered mass-market adviser in Raleigh, NC with $584.0M assets under management (AUM, regulatory AUM), +69% over one year. See who owns Fortress Private Ledger, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290298, SEC 801-118075, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $584.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Raleigh, NC
- Employees
- 22
- Clients
- 704
- CRD
- 290298
- Ownership
- GRABAR, JOSEPH NICHOLAS III; THE JOSEPH N. GRABAR, III REVOCABLE TRUST DATED MAY 14, 2004; CARTER, ANA R; GURE, CHRISTOPHER JOSEPH
How much AUM does Fortress Private Ledger, LLC have?
Fortress Private Ledger, LLC reported $584.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fortress Private Ledger, LLC?
Disclosed owners and executives of Fortress Private Ledger, LLC include GRABAR, JOSEPH NICHOLAS III, THE JOSEPH N. GRABAR, III REVOCABLE TRUST DATED MAY 14, 2004, CARTER, ANA R, GURE, CHRISTOPHER JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.