# FORTUNATE

FORTUNATE is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://fortunate.com

## Regulatory record

- **CRD number:** 297577
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297577

## About

FORTUNATE is a state-registered investment adviser in OREM, UT. It has 1 employee and 1 investment adviser.

## Questions

### Who controls investment decisions at FORTUNATE?

No named principals or investment professionals have been publicly identified for FORTUNATE. The firm does not appear in any known databases, regulatory filings, or media reports as of this writing.

### Does FORTUNATE make direct investments or commit to funds?

There is no public information about FORTUNATE’s investment approach. It is unknown whether the firm focuses on direct deals, fund commitments, or other structures.

### Are there any known portfolio companies or deals associated with FORTUNATE?

No portfolio companies, deals, or co-investors have been publicly recorded in association with FORTUNATE across reputable publications or databases.

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- [Lantz Financial LLC](https://altss.com/profile/lantz-financial-llc)
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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/fortunate

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