Laguna Investments LLC

RIAState Registered
Total AUM
$7.8M
Discretionary
$7.8M
100% of AUM
Avg account
$7.8M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Newport Coast, California
CRD number
342122
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Catherine Joslin

    ManagerCRD 7635817

  • Matthew Joslin

    ManagerCRD 6993921

Wealth teams

FINTRX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth