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Founding Partner and CCO · Fortuna Funds, LLC

Mark W. Adams

CRD 4891529 · Named on Form ADV at one SEC-registered adviser

At a glance

Fortuna Funds, LLC, an SEC-registered asset manager based in Dallas, TX with $915,035 in regulatory assets, lists Mark W. Adams on its Form ADV as Founding Partner and CCO, a control person.

Firms and roles

  • Fortuna Funds, LLCFounding Partner and CCOAsset manager · Dallas, TX · $1M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.