Profiles >> Fortress Investment Group

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

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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.


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Historical Portfolio Holdings for Fortress Investment Group