Investment adviser · CRD 317615

FORTITUDE FAMILY OFFICE

Investment adviser filing (IA)

FORTITUDE FAMILY OFFICE, LLC

SCOTTSDALE, AZ, United States · Form ADV filed Sep 23, 2026

Regulatory AUM: $1.27B
Client accounts: 971
Employees: 40
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	357	$1,078,108,184	85.0%
Pooled investment vehicles	2	$141,097,436	11.1%
Individuals	50	$29,699,883	2.3%
Corporations & businesses	1	$16,102,870	1.3%
Charities	2	$3,201,781	0.3%

Filing source

Form ADV 2134452 · Sep 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FORTITUDE PRIVATE LENDING L.P.Private Equity Fund · Last reported Sep 23, 2026$81.6MGross asset value

Form D fundraising filings

Fortitude Private Lending, L.P.

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY, MAY & CO., LLP
PCAOB 673

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-3943431847
Reported beneficial owners: 71
Minimum commitment: $50K
Form D file number: 021-490450

Form ADV 2134452 · Sep 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FORTITUDE REAL ESTATE CREDIT, L.P.Real Estate Fund · Last reported Sep 23, 2026$59.5MGross asset value

Form D fundraising filings

FORTITUDE REAL ESTATE CREDIT, L.P.

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY, MAY & CO., LLP
PCAOB 673

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-9038861565
Reported beneficial owners: 82
Minimum commitment: $250K
Form D file number: 021-505825

Form ADV 2134452 · Sep 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

7500 N DOBSON RD, SUITE 151
SCOTTSDALE, AZ, 85256, United States

CRD 317615

Filing source

Form ADV 2134452 · Sep 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.