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LAGODA INVESTMENT MANAGEMENT, L.P.
CRD 170961 · SEC 801-79596
3 COLUMBUS CIRCLE, FLOOR 15, NEW YORK, NY, 10019, United States
Phone
212-309-7660
Fax
212-975-9030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.6M
Discretionary AUM
$312.6M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $15.7M |
| High net worth individuals | 30 | $192.9M |
States served
CA, LA, MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD