FORTUNA ASSET MANAGEMENT LLC

FORTUNA ASSET MANAGEMENT LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 106897). Regulatory assets under management: $53.2M.

Registration

• CRD: 106897
• SEC file number: 801-24292
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 106897 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search