FORTUNA INVESTORS LLC

FORTUNA INVESTORS LLC of JUPITER, FL is an SEC-registered investment adviser (CRD 175072). Regulatory assets under management: $21.2M.

Registration

• CRD: 175072
• Type: Registered investment adviser
• Location: 13641 159TH ST N, JUPITER, FL, 33478
• Phone: 1 (646) 538-1949
• Latest filing: 2026-03-11
• Regulatory AUM: $21.2M
• Discretionary AUM: $21.2M
• Clients: 4
• Accounts: 148

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175072 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search