FORTUNA ASSET MANAGEMENT LLC

Overview

Fortuna Asset Management LLC is a small, owner-operated registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and on selecting third‑party managers, which it uses to access strategies outside its internal platform. Fortuna shows a clear tilt toward equities but also integrates non‑public equity positions into client portfolios; it does not present itself as an active ESG investor. The firm uses a mix of fee arrangements—percentage of AUM, hourly and fixed fees, and performance‑based fees—allowing flexibility across straightforward portfolio mandates and more bespoke manager‑selection or alternative allocation work. Fortuna’s activity profile emphasizes manager selection and delegated solutions alongside direct portfolio oversight, signaling a hybrid operating model that blends advisory oversight with third‑party sourcing.

Assets & Accounts

Investments & Alternatives

Location & Offices