BLUE LAGOON ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ORLANDO, Florida
CRD number
300276
Registered since
January 29, 2019

Firm profile

FINTRX

Overview

Blue Lagoon Advisors, LLC is a small, SEC-registered investment adviser organized as a limited liability company and registered in 2019. The firm does not present itself as a broad capital allocator or multi-state retail adviser; instead, its regulatory footprint and reported activity indicate a manager focused on private fund advising rather than traditional advisory accounts. It is classified as unclassified under its regulatory filing and is not flagged as an active ESG investor. The firm’s public profile shows no listed fee schedules or retail client base; its activity centers on sponsoring and managing private funds, primarily venture capital vehicles. That focus suggests an allocation preference for private, equity-style investments in non-public companies, with fund-level management and investor relations as core operational activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Young Nam

    Chief Financial OfficerCRD 7240186

Contacts

1 of 1
  • Kevin Reid

    Co-Founder & PartnerCRD 7061652

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
13485 Veterans Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth