# Fortunato Asset Management

> Fortunato Asset Management is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 170375
- Filed as: FORTUNATO ASSET MANAGEMENT
- Legal name: Fortunato Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170375
- AdvisorCensus page: https://advisorcensus.com/firm/fortunato-asset-management-170375

## Quick answers

**How is Fortunato Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Fortunato Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Is Fortunato Asset Management registered with the SEC or a state?**
Fortunato Asset Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 170375.

**How much does Fortunato Asset Management manage?**
Fortunato Asset Management reports $28,801,670 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**What types of clients does Fortunato Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (3); corporations or other businesses not listed above (3).

**Does Fortunato Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170375

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $28,801,670
- Discretionary: $28,801,670
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,220,560 |
| High net worth individuals | 18 | $20,620,590 |
| Corporations or other businesses not listed above | 3 | $6,960,520 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortunatofunds.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortunato Asset Management (CRD 170375): Form ADV filing data as of October 2026.