FORTRESS PRIVATE LEDGER, LLC
CRD #290298 SEC #801-118075 RALEIGH, NC 919-322-2761
SEC Registered Broker-Dealer
Total AUM
$346.1M
Discretionary
$298.5M
Employees
26
Clients
251
Accounts
1,115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $346.1M | $298.5M | $47.6M | 26 | 8 |
| Jan 2025 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| Nov 2024 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| Sep 2024 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| Aug 2024 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| Aug 2024 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| May 2024 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| Apr 2024 | $200.7M | $197.8M | $2.8M | 23 | 21 |
| Sep 2023 | $141.7M | $141.6M | $95.1K | 21 | 23 |
| Sep 2023 | $141.7M | $141.6M | $95.1K | 21 | 23 |
| Jun 2023 | $141.7M | $141.6M | $95.1K | 21 | 23 |
| Jun 2023 | $141.7M | $141.6M | $95.1K | 21 | 23 |
| Mar 2023 | $141.7M | $141.6M | $95.1K | 21 | 23 |
| Mar 2023 | $141.7M | $141.6M | $95.1K | 21 | 23 |
| Feb 2023 | $135.4M | $121.1M | $14.3M | 15 | 17 |
| Jun 2022 | $135.4M | $121.1M | $14.3M | 15 | 17 |
| Mar 2022 | $135.4M | $121.1M | $14.3M | 15 | 17 |
| Sep 2021 | $99.4M | $84.2M | $15.2M | 17 | 1 |
| Sep 2021 | $99.4M | $84.2M | $15.2M | 17 | 1 |
| Mar 2021 | $99.4M | $84.2M | $15.2M | 17 | 1 |
| Jan 2021 | $101.7M | $64.7M | $36.9M | 12 | 1 |
| Nov 2020 | $101.7M | $64.7M | $36.9M | 11 | 1 |
| Jun 2020 | $101.7M | $64.7M | $36.9M | 11 | 1 |
| Apr 2020 | $101.7M | $64.7M | $36.9M | 11 | 1 |
| Mar 2020 | $101.7M | $64.7M | $36.9M | 11 | 1 |
| Feb 2020 | $101.7M | $64.7M | $36.9M | 11 | 1 |
| Jan 2020 | $101.7M | $64.7M | $36.9M | 11 | 1 |
DateMar 2025
Total AUM$346.1M
Discretionary$298.5M
Non-Disc.$47.6M
Employees26
Clients8
DateJan 2025
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateNov 2024
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateSep 2024
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateAug 2024
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateAug 2024
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateMay 2024
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateApr 2024
Total AUM$200.7M
Discretionary$197.8M
Non-Disc.$2.8M
Employees23
Clients21
DateSep 2023
Total AUM$141.7M
Discretionary$141.6M
Non-Disc.$95.1K
Employees21
Clients23
DateSep 2023
Total AUM$141.7M
Discretionary$141.6M
Non-Disc.$95.1K
Employees21
Clients23
DateJun 2023
Total AUM$141.7M
Discretionary$141.6M
Non-Disc.$95.1K
Employees21
Clients23
DateJun 2023
Total AUM$141.7M
Discretionary$141.6M
Non-Disc.$95.1K
Employees21
Clients23
DateMar 2023
Total AUM$141.7M
Discretionary$141.6M
Non-Disc.$95.1K
Employees21
Clients23
DateMar 2023
Total AUM$141.7M
Discretionary$141.6M
Non-Disc.$95.1K
Employees21
Clients23
DateFeb 2023
Total AUM$135.4M
Discretionary$121.1M
Non-Disc.$14.3M
Employees15
Clients17
DateJun 2022
Total AUM$135.4M
Discretionary$121.1M
Non-Disc.$14.3M
Employees15
Clients17
DateMar 2022
Total AUM$135.4M
Discretionary$121.1M
Non-Disc.$14.3M
Employees15
Clients17
DateSep 2021
Total AUM$99.4M
Discretionary$84.2M
Non-Disc.$15.2M
Employees17
Clients1
DateSep 2021
Total AUM$99.4M
Discretionary$84.2M
Non-Disc.$15.2M
Employees17
Clients1
DateMar 2021
Total AUM$99.4M
Discretionary$84.2M
Non-Disc.$15.2M
Employees17
Clients1
DateJan 2021
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees12
Clients1
DateNov 2020
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees11
Clients1
DateJun 2020
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees11
Clients1
DateApr 2020
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees11
Clients1
DateMar 2020
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees11
Clients1
DateFeb 2020
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees11
Clients1
DateJan 2020
Total AUM$101.7M
Discretionary$64.7M
Non-Disc.$36.9M
Employees11
Clients1