FORTUNA FUNDS, LLC

Overview

Fortuna Funds, LLC is a small, SEC-registered limited liability company that positions itself as an institutional-focused adviser. The firm lists portfolio management for investment companies as its primary advisory activity and charges clients on a percentage-of-assets basis. Fortuna is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a capital allocator or pension consultant. An industry affiliation with CPO/CTA is noted, which ties the firm to commodity-pool or commodity-trading adviser activity. The firm is organized under individual ownership and is classified as unclassified in the snapshot data. Its regulatory registration date is listed as 2024, though the profile indicates it is not a newly formed adviser for purposes of the dataset.

Assets & Accounts

Investments & Alternatives