# FORTUNA FUNDS, LLC

FORTUNA FUNDS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 333660
- Type: SEC-registered investment adviser
- SEC file number: 801-131491
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mark William Adams | FOUNDING PARTNER AND CCO | Dallas, TX |
| Joseph Reed Sando | FOUNDING PARTNER | — |
| ADAMS ROBERT WILLIAM | FOUNDING PARTNER AND CCO | — |
| SANDO JOSEPH REED | FOUNDING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333660/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333660/similar
- Related entities: https://search.stillhousedata.com/firm/333660/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333660

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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.