Deal Pack: Fortress Investment Group
Generated Feb 4, 2026v202602041011Enterprise
AUM
$14B
Strategy
Real Estate
HQ
US, US
Founded
N/A
Employees
N/A
Ownership
independent
Layer 1: Proprietary Indicators
52
GP Health Score
Moderate
59
Stakeability
Moderate
15
Fund Performance
Weak
80
Talent Stability
Strong
65
Credit Exposure
Moderate
100
Regulatory Breadth
Strong
40
Market Momentum
Weak
40
Growth Trajectory
Weak
Health Score Breakdown
Component Details
fund performance
15/100Weight: 25%
median irr4.3
benchmark irr14
fund count with irr9
primary strategyPrivate Equity
Source: Pension fund performance reports
talent stability
80/100Weight: 20%
current team size100
departed count0
retention ratio1
avg tenure yearsN/A
Source: LinkedIn career histories, team member records
credit health
65/100Weight: 15%
total fair value206531
total par6465
fair value to par pct3194.7
top borrower concentration pct80.6
Source: BDC 10-K/10-Q portfolio filings (SEC)
regulatory compliance
100/100Weight: 10%
unique jurisdictions11
jurisdictionsBVI,Bermuda,Cayman,France,Germany,Guernsey,Hong Kong,Jersey,Luxembourg,UAE,UK
active registrations27
total registrations33
Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations
market presence
40/100Weight: 15%
news mentions0
conference appearances0
domain rank463604
employer ratingN/A
Source: Market intel, conference records, Tranco web rankings, Glassdoor
growth trajectory
40/100Weight: 15%
aum growth pctN/A
recent job postings0
funds currently raising0
total funds15
Source: Data changelog (AUM), hiring signals, fund filings
Layer 2: Synthesis
Executive Summary
- Fortress Investment Group shows a moderate overall health profile (score: 52/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
- Median net IRR across 9 tracked funds is 4.3%, compared to a Private Equity benchmark of 14.0%.
- Registered across 11 jurisdictions with 27 active registrations.
Key Strengths
Regulatory
Diversified regulatory footprint across 11 jurisdictions
Secondary Pricing Estimate
83.5%
Avg NAV Pricing
44.0% to 92.0%
Range
30
Funds Priced
Confidence: medium, high, low
Peer ComparisonReal Estate | 20 peers in AUM range
| Firm | AUM | Stakeability |
|---|---|---|
| Fortress Investment Group (this GP) | $14B | 59 |
| Ashmore Investment Management | $41B | 39 |
| BC Partners | $40B | 54 |
| New Mountain Capital | $40B | 57 |
| Goldman Sachs Asset Management | $40B | 54 |
| Hudson Advisors | $38B | 29 |
| Starwood Capital Group | $36B | 53 |
| Centerbridge Partners | $35B | 60 |
| CBRE Global Investors | $33B | 60 |
| OTP Real Estate | $33B | 28 |
| MOMENTUM Real Estate | $33B | 27 |
Layer 3: Evidence
Fund Performance (50 records)
BDC Credit Exposure (12 borrowers)
| Borrower | Fair Value | Par | BDCs | BDC Names |
|---|---|---|---|---|
| Investment Fund | $166K | $6K | 1 | New Mountain Finance Corp |
| Warrant Investments | $40K | N/A | 1 | Hercules Capital Inc |
| Fortress Biotech, Inc. | $427 | N/A | 1 | Oaktree Specialty Lending Corp |
| EIG Fund Investments | $49 | N/A | 1 | Main Street Capital Corp |
| New investments | N/A | N/A | 2 | Gladstone Capital Corp, Gladstone Investment Corp |
| Nth Degree Investment Group, LLC (6) | N/A | N/A | 1 | Logan Ridge Finance Corp |
| Payable for investment purchased | N/A | N/A | 1 | PennantPark Investment Corp |
| Warrant investments | N/A | N/A | 1 | TriplePoint Venture Growth BDC Corp |
| Investment Funds Total | N/A | N/A | 1 | Carlyle Secured Lending Inc |
| Debt Investments | N/A | N/A | 2 | Capital Southwest Corp, WhiteHorse Finance Inc |
| Fortna Group Inc, Revolver | N/A | $1 | 1 | FS KKR Capital Corp |
| Debt investments | N/A | N/A | 2 | Main Street Capital Corp, TriplePoint Venture Growth BDC Corp |
Regulatory Registrations (33)
| Regulator | Country | Entity | Status | Reference |
|---|---|---|---|---|
| FCA | UK | Man Group Investments Limited | No longer authorised | 185621 |
| FCA | UK | DWS Investment GmbH | No longer authorised | 525723 |
| FCA | UK | One Investment Management Group UK Limited | Unknown | 999599 |
| BaFin | Germany | Maat Investment Group GmbH | Active | ESMA-51388 |
| BaFin | Germany | FGTC Investment GmbH | Active | ESMA-6568 |
| BaFin | Germany | d.i.i. Investment GmbH | Active | ESMA-11843 |
| AMF | France | EIFFEL INVESTMENT GROUP | Active | 16743 |
| AMF | France | FOREST INVEST | Active | 20870 |
| AMF | France | GRAPHENE INVESTMENTS | Active | 23776 |
| CSSF | Luxembourg | EIFFEL INVESTMENT GROUP S.A R.L. | Inactive | ESMA-AIF-14772 |
| CSSF | Luxembourg | DWS INVESTMENT S.A. | Active | ESMA-AIF-14620 |
| CSSF | Luxembourg | DJE INVESTMENT S.A. | Active | ESMA-AIF-14701 |
| ADGM/FSRA | UAE | Fortress Investment Group (ME) Limited | Active | 240077 |
| france_rcs | France | GREEN INVEST GROUP | Active | 537766743 |
| BMA | Bermuda | FIL Investment Advisors | Active | |
| BMA | Bermuda | Gleneagles Investment Fund Ltd. | c/o Apex Fund Services Ltd.Vallis Building, 4th Floor58 Par-La-Ville RoadHamiltonHM 11 | Institutional Fund |
| BMA | Bermuda | FULTON INVESTMENT TRUST | c/o SRS Fund Administration (Bermuda) LimitedCumberland House, 9th Floor1 Victoria StreetHamiltonHM | Institutional Fund |
| BMA | Bermuda | HSBC Global Investment Funds | 4, rue Peternelchen L-2370 Howald, Grand Duchy of LuxembourgHowaldL-2370 | Overseas Fund |
| SEC-EDGAR-FormD | Cayman | Eye Investment Fund Ltd. | Active | 021-131413 |
| SEC-EDGAR-FormD | Cayman | High Ground Investment Management Fund LP | Active | 021-366129 |
| SEC-EDGAR-FormD | Cayman | Tribune Investment Group Offshore Fund Ltd. | Active | 021-503951 |
| SEC-EDGAR-FormD | BVI | Jaunty Investment, LP | Active | 021-390903 |
| SEC-EDGAR-FormD | Guernsey | Kool Investment LP | Active | 021-291731 |
| SEC-EDGAR-FormD | Jersey | Gauguin Co-Investment LP | Active | 021-468426 |
| SEC-EDGAR-FormD | Jersey | C10 Co-Investment, L.P. | Active | 021-381789 |
| SEC-EDGAR-FormD | Jersey | C11 Co-Investment, L.P. | Active | 021-457862 |
| SEC-EDGAR-FormD | Jersey | Greylock Investments SLP | Active | 021-462473 |
| hk_sfc | Hong Kong | Boundless Investment Limited | Active | BSU744 |
| hk_sfc | Hong Kong | Citigroup First Investment Management Limited | Active | AAE276 |
| hk_sfc | Hong Kong | FIL Investment Advisors | Active | AAV486 |
| hk_sfc | Hong Kong | Fintech Investment Group Limited | Active | BRG113 |
| hk_sfc | Hong Kong | ForwardEdge Investment Limited | Active | BTT128 |
| hk_sfc | Hong Kong | First Fortune Investment Fund Limited | Active | BUA421 |
Methodology
Weighted composite of 6 dimensions
fund performance: 25% - Median IRR vs strategy benchmark
talent stability: 20% - Team retention ratio + average tenure
credit health: 15% - BDC fair value as % of par + borrower concentration
regulatory compliance: 10% - Number of active registrations, legal filing count
market presence: 15% - News mentions + conference appearances + web traffic rank
growth trajectory: 15% - AUM change + hiring signals + new fund filings
Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak
Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data
Deal Pack generated by GP Stakes Intelligence Platform on Feb 4, 2026. Data version 202602041011.
All scores are computed algorithmically and should be used alongside independent due diligence.