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FORTUNA ASSET MANAGEMENT LLC
CRD 106897 · SEC 801-24292
2082 MICHELSON DR, SUITE 100, IRVINE, CA, 92612, United States
Phone
949-476-2872
Fax
949-476-3098
Registration
— (—)
Source
State registered
Total AUM
$53.2M
Discretionary AUM
$53.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $930K |
| High net worth individuals | 17 | $39.8M |
| Corporations/business entities | 10 | $12.4M |
Official SEC filing: View on IAPD