Fortuna Funds, LLC
● SEC registered since 2024CRD 333660SEC# 801-131491Dallas, TX
Reg. AUM
$915K
Employees
2
Accounts
1
Location
Dallas, TX
Fortuna Funds, LLC assets under management
Fortuna Funds, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2024. It reports $915,035 in regulatory assets under management and employs 2 people.
Fortuna Funds, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Reed Sando Control | Founding Partner | 50-75% | 2024 |
| Mark William Adams Control | Founding Partner And Cco | 50-75% | 2024 |
Frequently asked questions
How much does Fortuna Funds, LLC manage?
Fortuna Funds, LLC reports $915,035 in regulatory assets under management on its Form ADV.
How many employees does Fortuna Funds, LLC have?
Fortuna Funds, LLC reports 2 employees.
Where is Fortuna Funds, LLC located?
Fortuna Funds, LLC is based in Dallas, TX and has been SEC-registered since 2024.
Does Fortuna Funds, LLC disclose fund performance?
Fortuna Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6565 Hillcrest Avenue, Suite 250, Dallas, TX 75205 |
| Phone | 2142285229 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$915K▲ 83%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$915Kregulatory AUM
Discretionary $915K