LAGO ASSET MANAGEMENT
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 305631
- Registered since
- July 29, 2022
- Website
- www.lagoinnovation.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles68.44%
- Business Development Companies31.56%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lago Asset Management is a limited liability company registered with the SEC in 2022 that operates as a multifaceted fund manager combining hedge fund and private equity activities. The firm serves institutional clients and provides portfolio management for investment companies and pooled investment vehicles. Its commercial model includes both a percentage-of-assets advisory fee and performance-based fees, and the firm functions as sponsor, general partner and managing member of pooled funds rather than acting as a pure capital allocator. Lago is not identified as an active ESG investor and is organized under a domestic ownership structure that includes individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TODD KNUDSEN
Chief Financial OfficerCRD 4465983
TIMMY GOTTFRIED
CEO, CIO and PartnerCRD 4007308
Contacts
3 of 3Mats Lederhausen
PartnerCRD 7592436
HEATHER LAFRENIERE
Managing PartnerCRD 2930315
MARK BUFFINGTON
Managing PartnerCRD 4419164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 10 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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