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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Capital pathway
- Established Date
- 04-15-2015
- Office Locations
- 3
Office Locations
About Fortuna Investors LLC
Fortuna is an independent, fee-only fiduciary advisor serving families, founders, and the institutions they build. The firm pairs goal-based wealth planning with quantitatively driven, rules-based portfolio management, diversifying globally across stocks, bonds, real estate, commodities, cryptocurrency, options, and private markets to pursue dependable risk-adjusted returns without macro forecasting. Fortuna also publishes its track record publicly.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRENT CHRISTIAN HAUSE
Financial Advisor, PARTNER, PORTFOLIO MANAGER
- CRD
- #5672842
- Ownership
- 25% but less than 50%
VEDANT KUMAR MIMANI
Director
- CRD
- #2779409
- Ownership
- 25% but less than 50%
Capital insight
Atlas bridge
- CRD
- #64503
- Ownership
- 3.7%
Showing 2 of 3 owners & executives
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MARCUS CHRISTOPHER BRUTOCO
--
- CRD
- #6390830
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,245,076 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,245,076 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,245,076
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,147,098,892 | 77.5% |
| Equity - Exchange | $1,784,641,614 | 22.5% |
| Total | $7,931,740,506 | 100.0% |