# FORTUNA ASSET MANAGEMENT LLC

FORTUNA ASSET MANAGEMENT LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 106897
- Type: SEC-registered investment adviser
- SEC file number: 801-24292
- Location: 2082 MICHELSON DR, IRVINE, CA, 92612
- Phone: 949-476-2872
- Latest filing: 2026-03-31
- Regulatory AUM: $53.2M
- Discretionary AUM: $53.2M
- Clients: 1
- Accounts: 39

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| BRENNER KAREN BETH | CHIEF COMPLIANCE OFFICER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106897/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106897/similar
- Related entities: https://search.stillhousedata.com/firm/106897/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106897

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.