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⚲
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| Lagoda Investment Management LP
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|
|
|---|---|
| CRD # | 170961 |
| SEC # | 801-79596 |
| CIK # | |
| AUM | $312.6 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 212-309-7660 |
| Address | 3 Columbus Circle New York, NY 10019 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 15.7 |
| (b) Individuals (high net worth individuals) | 30 | 192.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 104.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 312.6 |
| By Discretionary | ||
| Discretionary | 49 | 312.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 312.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.6 | |
| Total | 49 | 312.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trust Advisory Group Ltd
✚
|
AL | 0.3 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Melone Private Wealth LLC
✚
|
MI | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Financial Planning Solutions LLC
✚
|
MA | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |
|
Monere Wealth Management Inc
✚
|
IL | 0.3 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.3 |