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| Lagoda Investment Management LP
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|---|---|
| CRD # | 170961 |
| SEC # | 801-79596 |
| CIK # | 0001632108 |
| AUM | 312.6 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-309-7660 |
| Address | 3 Columbus Circle New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 40.9 | ||
| Natera Inc | 12.9 | ||
| Alphabet Inc | 10.7 | ||
| Express-1 Expedited Solutions Inc | 9.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.3 | ||
| Transmedics Group Inc | 9.0 | ||
| Stereotaxis Inc | 8.0 | ||
| Ubiquiti Networks Inc | 7.1 | ||
| Renaissancere Holdings Ltd | 6.7 | ||
| GXO Logistics Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632108] | |
| SC 13G | [0001632108] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| LEI | 254900MZ7MJZE47RI526 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trust Advisory Group Ltd
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AL | 313.5 M |
|
Carolina Wealth Advisors LLC
✚
|
SC | 313.4 M |
|
Melone Private Wealth LLC
✚
|
MI | 313.2 M |
|
Brady Family Wealth LLC
✚
|
MO | 312.7 M |
|
FSR Wealth Management Ltd
✚
|
IL | 312.7 M |
|
Columbia Advisory Partners LLC
✚
|
WA | 312.6 M |
|
Financial Planning Solutions LLC
✚
|
MA | 312.4 M |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 312.1 M |
|
Monere Wealth Management Inc
✚
|
IL | 312.0 M |
|
Glass Wealth Management Co LLC
✚
|
TX | 311.9 M |