# Fortress Investment Group

> Fortress Investment Group is an SEC-registered investment advisory firm in New York, NY, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 129612
- Filed as: FORTRESS INVESTMENT GROUP
- Legal name: Fig LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129612
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-investment-group-new-york-ny-129612

## Quick answers

**How is Fortress Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Investment Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Fortress Investment Group located?**
Fortress Investment Group's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 18 other offices (Schedule D, Section 1.F).

**Is Fortress Investment Group registered with the SEC or a state?**
Fortress Investment Group is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 129612.

**How much does Fortress Investment Group manage?**
Fortress Investment Group reports $87,301,970,629 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**How have Fortress Investment Group's assets and staff changed since 2021?**
In the Form ADV data for Fortress Investment Group: Regulatory assets under management: $102,427,467,730 in the October 2021 data and $87,301,970,629 in the October 2026 data, down 15%. Total employees: 882 in October 2021 and 1,004 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortress Investment Group serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (353).

**Which custodians does Fortress Investment Group use?**
Fortress Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Chase Bank, N.A. as a custodian holding 10% or more of its separately managed account assets.

**Does Fortress Investment Group report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129612

**What changed in Fortress Investment Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 406 to 432. Regulatory assets under management went from $76,858,889,090 to $87,301,970,629 (+14%). Added an office in Abu Dhabi. Added an office in Vail, CO. Registered or notice-filed in CO, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- JPMorgan Chase Bank, N.A.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $87,301,970,629
- Discretionary: $87,301,970,629
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 353 | $73,483,764,574 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $64,063 |
| Insurance companies | Fewer than 5 | $1,734,814,693 |
| Corporations or other businesses not listed above | Fewer than 5 | $12,083,327,299 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1,004 total, 432 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, GA, NY, TX
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129612

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Abu Dhabi
- Amsterdam
- Atlanta, GA
- Causeway Bay
- Dallas, TX
- Dublin
- Greenwich, CT
- London
- Los Angeles, CA
- Luxembourg
- Madrid
- Menlo Park, CA
- New York, NY
- Paris
- Rome
- Sydney Nsw 2000
- Tokyo
- Vail, CO

### Websites listed on Form ADV (Item 1.I)
- fortress.com
- LinkedIn @fortress-investment-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,427,467,730 | 882 | September 9, 2021 |
| October 2022 | $114,346,888,663 | 888 | September 14, 2022 |
| October 2023 | $73,629,755,489 | 844 | September 26, 2023 |
| October 2024 | $79,958,842,906 | 959 | September 4, 2024 |
| October 2025 | $76,858,889,090 | 959 | June 18, 2025 |
| October 2026 | $87,301,970,629 | 1,004 | August 19, 2026 |

Regulatory assets under management: $102,427,467,730 in the October 2021 data and $87,301,970,629 in the October 2026 data, down 15%.
Total employees: 882 in October 2021 and 1,004 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 406 to 432.
- Regulatory assets under management went from $76,858,889,090 to $87,301,970,629 (+14%).
- Added an office in Abu Dhabi.
- Added an office in Vail, CO.
- Registered or notice-filed in CO, GA.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Investment Group (CRD 129612): Form ADV filing data as of October 2026.