| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fortitude Private Lending L.P. | Private Equity | $76.2M | $50K |
| Fortitude Real Estate Credit, L.P. | Real Estate | $48.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Dale Andrew Phillips Control | Managing Member/Chief Compliance Officer | Under 5% | 2022 |
| Matthew Gene Walker Control | Cheif Complianceofficer, Managing Member | Under 5% | 2021 |
| Phillips Family Qof, LLC Control | Owner | 5-10% | 2022 |
Fortitude Family Office, LLC reports $741.7 million in regulatory assets under management on its Form ADV.
Fortitude Family Office, LLC manages 2 private funds with combined gross assets of $125.1 million.
Fortitude Family Office, LLC reports 25 employees.
Fortitude Family Office, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Fortitude Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7500 N Dobson Rd, Suite 151, Scottsdale, AZ 85256 |
| Phone | (602) 834-0089 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $657.3M |
| Non-discretionary | $84.4M |
| Total (RAUM) | $741.7M |