FORTUNATO ASSET MANAGEMENT

FORTUNATO ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 170375). Regulatory assets under management: $28.8M.

Registration

• CRD: 170375
• Type: Registered investment adviser
• Phone: 404-593-6073
• Latest filing: 2026-06-01
• Regulatory AUM: $28.8M
• Discretionary AUM: $28.8M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search