# Fortress Investment Services, Ltd

> Fortress Investment Services, Ltd is a state-registered investment advisory firm, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 116804
- Filed as: FORTRESS INVESTMENT SERVICES, LTD
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116804
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-investment-services-ltd-116804

## Quick answers

**How is Fortress Investment Services, Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Investment Services, Ltd reports these compensation arrangements: a percentage of assets under its management.

**Is Fortress Investment Services, Ltd registered with the SEC or a state?**
Fortress Investment Services, Ltd is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 116804.

**How much does Fortress Investment Services, Ltd manage?**
Fortress Investment Services, Ltd reports $44,570,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Fortress Investment Services, Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (24).

**Does Fortress Investment Services, Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116804

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,570,000
- Discretionary: $44,570,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $18,178,000 |
| High net worth individuals | 24 | $26,392,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortressinvest.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Investment Services, Ltd (CRD 116804): Form ADV filing data as of October 2026.