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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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