Fortitude Family Office, LLC
● SEC registered since 2021CRD 317615SEC# 801-122907Scottsdale, AZ
Ranks #2,722 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$1.27B
Fund GAV
$141.1M
Private funds
2
Employees
40
Accounts
971
Location
Scottsdale, AZ
Fortitude Family Office, LLC assets under management
Fortitude Family Office, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2021. It reports $1.3 billion in regulatory assets under management and employs 40 people. Fortitude Family Office, LLC manages 2 private funds with combined gross assets of $141.1 million, including Fortitude Private Lending L.P. By regulatory assets, it ranks 2,722 of 5,974 private fund managers.
Fortitude Family Office, LLC private funds
2 funds · $141.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fortitude Private Lending L.P. | Private Equity | $81.6M | $50K |
| Fortitude Real Estate Credit, L.P. | Real Estate | $59.5M | $250K |
Fortitude Family Office, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dale Andrew Phillips Control | Coo/Cco | Under 5% | 2022 |
| Fortitude Family Office Holdco, LLC | Owner | Over 75% | 2025 |
| Matthew Gene Walker Control | Ceo, Managing Member | Under 5% | 2021 |
| Fortitude Partner Holdings LLC | Owner | Over 75% | 2025 |
| Matthew Gene Walker Control | Member | Over 75% | 2021 |
Frequently asked questions
How much does Fortitude Family Office, LLC manage?
Fortitude Family Office, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Fortitude Family Office, LLC manage?
Fortitude Family Office, LLC manages 2 private funds with combined gross assets of $141.1 million.
How many employees does Fortitude Family Office, LLC have?
Fortitude Family Office, LLC reports 40 employees.
Where is Fortitude Family Office, LLC located?
Fortitude Family Office, LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Does Fortitude Family Office, LLC disclose fund performance?
Fortitude Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.27B▲ 98%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,369 advisers
AUM vs fund managersTop 46%
Larger than 54% of 5,974 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 14%
More than 86% of 16,804 advisers
Assets under management
$1.27Bregulatory AUM
Discretionary $1.15BNon-discretionary $121.2M
Fund type mix
Real Estate1
Private Equity1