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| Happy Holidays!! thanks for using AUM13F!! |
| Fortitude Family Office LLC
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| CRD # | 317615 |
| SEC # | 801-122907 |
| CIK # | 0001950506 |
| AUM | $741.7 M (2025-05-08) |
| Employees | 25 (44% Investors, 0% Brokers) |
| Phone | 602-834-0089 |
| Address | 7500 N Dobson Rd Scottsdale, AZ 85256 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001950506 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.2 | ||
| Swift Transportation Co | 10.9 | ||
| Lilly Eli & Co | 3.5 | ||
| Microsoft Corp | 3.5 | ||
| KKR & Co LP | 3.4 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Nvidia Corp | 2.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Fortitude Real Estate Credit LP | [2024-08-07] | 33.0 | 48.9 |
| PE | Fortitude Private Lending LP | [2023-10-10] | 0.0 | 76.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 20.4 |
| (b) Individuals (high net worth individuals) | 246 | 596.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 125.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 763 | 741.7 |
| By Discretionary | ||
| Discretionary | 718 | 657.3 |
| Non-Discretionary | 45 | 84.4 |
| Total | 763 | 741.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 741.7 | |
| Total | 763 | 741.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Matthew Walker | 28 | ||
| Dale Phillips | 2 | ||
| Fortitude Family Office LLC | 2 | ||
| Fortitude GP I LLC | 1 | ||
| Fortitude GP II LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950506] |
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