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FORTRESS PRIVATE LEDGER, LLC

SEC Form ADV profile.

Total regulatory AUM
$583,977,291
Discretionary
$570,608,372
Non-discretionary
$13,368,919

Firm details

CRD number
290298
SEC file number
801-118075
Main office
RALEIGH, NC, United States
Employees
22
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.