Investment adviser · CRD 171013
FORTUNATUS INVESTMENTS, LLC
Investment adviser filing (IA)
BRIGHTON, MI, United States · Form ADV filed Mar 15, 2021
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1510103 · Mar 15, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2021. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
135 WEST NORTH STREETBRIGHTON, MI, 48116, United States
CRD 171013
Filing source
Form ADV 1510103 · Mar 15, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.