Managers/Private credit/Arizona/Fortitude Family Office

Fortitude Family Office

Fortitude Family Office is a private credit and private equity manager in Scottsdale, AZ. It is registered with the SEC as an investment adviser with $1.3B in regulatory assets and 40 staff. It has 2 funds on file, the latest reported in February 2024.

Funds on file
2
Raised, all funds
$33M
Regulatory assets
$1.3B
Staff
40
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.3B
Employees40
Clients357 wealthy individuals, 50 individuals, 2 charities, 2 private funds and 1 company.
Control personsDale, Andrew Phillips, Matthew, Gene Walker.
Private funds2 private funds holding $70.1M in gross assets.

Private funds it reports

FundTypeGross assets
Fortitude Real Estate Credit Real estate $39.1M
Fortitude Private Lending Private equity $31M