LAGO ASSET MANAGEMENT

RIASEC RegisteredEst. 2022
Total AUM
$605M
Discretionary
$605M
100% of AUM
Avg account
$50.4M
Accounts
12
Employees
15
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
305631
Registered since
July 29, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • TODD KNUDSEN

    Chief Financial OfficerCRD 4465983

  • TIMMY GOTTFRIED

    CEO, CIO and PartnerCRD 4007308

Contacts

3 of 3
  • Mats Lederhausen

    PartnerCRD 7592436

  • HEATHER LAFRENIERE

    Managing PartnerCRD 2930315

  • MARK BUFFINGTON

    Managing PartnerCRD 4419164

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth