Laguna Investments LLC
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
FINTRXOverview
Laguna Investments LLC is a small, privately held limited liability company that operates as a hedge fund manager and adviser to pooled vehicles. The firm is owned by an individual and targets institutional investors while also providing portfolio management services for individuals and small businesses. Laguna serves in sponsor and general partner roles and functions as the managing member of its pooled investment vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
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
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