Lagoda Investment Management, L.p.
Lagoda Investment Management, L.p. is an SEC-registered ria in New York, NY with $312.6M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Lagoda Investment Management, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170961, SEC 801-79596, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $312.6M (2026-03-17)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 4
- Clients
- 48
- CRD
- 170961
- Ownership
- LAGODA INVESTMENT MANAGEMENT, LLC; HA, YOUNGDAWN, DANIEL; ZERN, ALLEN, WILLIAMS; BAYLES, RICHARD, LYMAN; HK VENTURE CAPITAL PARTNERS, LLC
How much AUM does Lagoda Investment Management, L.p. have?
Lagoda Investment Management, L.p. reported $312.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Lagoda Investment Management, L.p.?
Disclosed owners and executives of Lagoda Investment Management, L.p. include LAGODA INVESTMENT MANAGEMENT, LLC, HA, YOUNGDAWN, DANIEL, ZERN, ALLEN, WILLIAMS, BAYLES, RICHARD, LYMAN, HK VENTURE CAPITAL PARTNERS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.