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FORTUNA FUNDS, LLC
CRD 333660 · SEC 801-131491
6565 HILLCREST AVENUE, SUITE 250, DALLAS, TX, 75205, United States
Phone
2142285229
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$915K
Discretionary AUM
$915K
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $915K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD