Lagoda Investment Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 17, 2026, reports $313M in regulatory assets under management, 4 employees, and 49 accounts.
Assets Under Management
$313M
Employees
4
Offices
--
Total Clients
48
Primary office
NEW YORK, NY
3 COLUMBUS CIRCLE, FLOOR 15, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
30
2
Individuals
37.5%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of March 17, 2026
Discretionary100.0%
$313M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$313M
Total Accounts49
10Y AUM Change$-494M (-61.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee12:1
10Y Employee Change-7 (-63.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.