CRD: 290298
Fortress Private Ledger, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Mainstar Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-16-2018
- Office Locations
- 10
Office Locations
About Fortress Private Ledger, LLC
Fortress Financial Partners (Fortress Private Ledger, LLC) delivers a modern “virtual family office” experience, integrating portfolio management with tax planning, insurance, estate and retirement planning under one team. The practice serves individuals and families including business owners, entrepreneurs, and physicians, with portfolios that commonly use ETFs and public funds alongside select alternatives. Custody includes Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHRISTOPHER JOSEPH GURE
Owner
- CRD
- #6339890
- Ownership
- 25% but less than 50%
ANA ROUMENOVA CARTER
Chief Financial Officer, Finop
- CRD
- #4424794
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Rachel Alexandra Bass
Client Service Associate
- CRD
- #7229729
KEVIN GRANT BROWN
Investment Management Consultant
- CRD
- #7386015
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,608,372 | $375,153 |
| Non-Discretionary | $13,368,919 | $1,909,846 |
| Total | $583,977,291 | $382,184 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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