Laguna Investments LLC
Firm details
- Headquarters
- Newport Coast, California
- CRD number
- 342122
- Website
- lagunainvestmentfunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Laguna Investments LLC is a California-registered limited liability company that operates as a hedge fund manager serving institutional clients. The firm provides portfolio management for both individuals/small businesses and pooled investment vehicles and functions as a sponsor, general partner and managing member of pooled vehicles it manages. Its fee model combines a percentage-of-assets component with performance-based fees. Laguna identifies as a non-ESG-focused manager and does not present itself as a multi-state or capital allocator firm.
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
Contacts
2 of 2Catherine Joslin
ManagerCRD 7635817
Matthew Joslin
ManagerCRD 6993921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Coast, CA
Orange
Location
Newport Coast, CA
Headquartered in Newport Coast, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 8 Whalers Blf
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Hutchison Road Partners, LLC
RIANewport Coast, CA
Afzali Investments, LLC
RIARolling Hills Estates, CA
Triaxiom Capital, LLC
RIASan Francisco, CA
Agewise Financial Inc.
RIAPalm Desert, CA
ALE LLC
RIAPleasant Hill, CA
Pacific Oak Financial Planning LLC
RIAWoodland Hills, CA