FORTUNA FUNDS, LLC

FORTUNA FUNDS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 333660). Regulatory assets under management: $915K.

Registration

• CRD: 333660
• SEC file number: 801-131491
• Type: Registered investment adviser
• Location: 6565 HILLCREST AVENUE, SUITE 250, DALLAS, TX, 75205
• Phone: 2142285229
• Latest filing: 2026-01-28
• Regulatory AUM: $915K
• Discretionary AUM: $915K
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 333660 on SEC IAPD (source of record)
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