CRD: 106897
Fortuna Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-31-2012
- Office Locations
- 1
Office Locations
About Fortuna Asset Management LLC
Fortuna Asset Management is a boutique, full-service real estate planning, development, and property management firm serving real estate investors. For each assignment or acquisition, the team builds a tailored business plan focused on lease structure, tenant relations/retention, cost control, and judicious capital improvements to maximize long-term property value. The firm cites 50+ years of collective experience and serves retail and institutional clients; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2011 and July 30, 2012, reported AUM decreased 4.7%, from $55.8M to $53.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 39 clients, or 39 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Services
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Owner & Executives
KAREN BETH BRENNER
Advisor
- CRD
- #1016252
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,166,092 | $817,916 |
| Non-Discretionary | $0 | -- |
| Total | $53,166,092 | $817,916 |
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Separately Managed Accounts
SMA allocation detail is available
Fortuna Asset Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.