Fortress Investment Group
Last Updated: 12/3/2020
Fortress Investment Group is a Limited Liability Company that started in 1998 and is primarily owned and controlled by Wesley R. Edens, which was later sold to SoftBank Group Corp on December 27th, 2017. Fortress operates within SoftBank as an independent business.
Per its ADV, Fortress's advisory services are comprised of the following primary business lines:
Investment Funds, Permanent Capital Vehicles, and Credit
Fortress Investment Group operates out of an office in New York, NY. Based on the Form ADV filed on 2020-07-02 00:00:00, the investment firm is comprised of 887 employees, only 203 of whom performs investment advisory functions.
Fact Sheet
- Name: Fortress Investment Group
- CRD No: 129612
- Filing Recorded: 2020-07-02 00:00:00
- Year of Origin: 1998
- Employees: 887
- Clients: 279
- AUM: 111,000,000,000
- Management Fee: .4 to 2 Percent
- Performance Fee: 10 to 20 Percent
- Client Type: Pooled Investment Vehicles, Pension and Profit Sharing Plans, Corporations or Other Businesses
- Assets Traded: Non-Exchange-Traded Equity Securities, US Government/Agency Bonds, Securities Issued by Pooled Investment Vehicles, Cash and Cash Equivalents, Other
Contact
- Website: https://www.fortress.com/
- Email: [email protected]
- Telephone: 212-798-6100
- Address: 1345 Avenue of the Americas 46th Floor, New York, NY 10105
Investment Strategy
According to the brochure submitted to IAPD, Fortresss investment strategy is as follows:
None
Methods of Analysis
In addition, Fortresss methods of analysis include:
None
Top 10 Holdings from Form 13F
Reporting Period: 09/30/2020
| Issuer | Share | Value(1000s) | Put/Call |
|---|---|---|---|
| NEW FORTRESS ENERGY INC | 13,399,317 | 589,704 | |
| VIVINT SMART HOME INC | 25,160,560 | 429,742 | |
| VISTRA CORP | 4,613,432 | 87,010 | |
| SPECTRUM BRANDS HLDGS INC NE | 1,098,462 | 62,788 | |
| VISTRA CORP | 3,103,419 | 58,530 | |
| SPECTRUM BRANDS HLDGS INC NE | 893,338 | 51,063 | |
| VISTRA CORP | 2,476,999 | 46,716 | |
| VIVINT SMART HOME INC | 2,966,667 | 18,853 | |
| RIBBIT LEAP LTD | 1,383,166 | 17,981 | |
| FORTRESS TRANS INFRST INVS L | 748,644 | 12,824 |
Historical 13F Filings
EdgeGiant has compiled all 13F filings since Q2 2013 for your convenience. You can view historical portfolio position forFortress Investment Groupin our 13F section HERE.
To get the comprehensive list of holdings that fall under 13F regulatory guidelines, check out our write up on how to access and use 13Fs in your personal investment decisions.