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Jill I Homan

Fortress Private Ledger, LLC

Raleigh, NC

CRD 7322624

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Employer firm

Fortress Private Ledger, LLC CRD 290298

$584M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Fortress Private Ledger, Llc

3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-03-01
  • NC RA
    APPROVED
    Since 2021-03-01

Branch Locations

3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Javelin 19 Investments/Javelin 19 Real Estate Washington DC 02/2011 Present
  • 02/2011 → Present
    Javelin 19 Investments/Javelin 19 Real Estate
    Washington, DC
Other Businesses

(1) Javelin 19 Investments, LLC and Javelin 19 Real Estate, LLC: Multi-Family property Investment and Development; Managing Member with 9 hours/week allocated to that business. Javelin 19 Investments, LLC started in 2011 and now contains legacy assets, while Javelin 19 Real Estate, LLC was formed in 2017. (2) Javelin 19 Real Estate, LLC: Multi-Family property investment and development in partnership with Pinnacle Partners' Opportunity Zone Funds and Workforce Housing Fund; Managing Director with 30 hours/week allocated to that business. (3) Javelin 19 Real Estate, LLC: Multi-Family property investment and development in support of Fortuitous Partners; Development Manager with 1 hours/week allocated to that business. (Owner) from 1/1/2017 to Current

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-01

View on SEC IAPD

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