LAGUNA PRIVATE CAPITAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
ALISO VIEJO, California
CRD number
340390
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Laguna Private Capital is organized as a limited liability company that provides discretionary portfolio management services for individuals, small businesses, and pooled investment vehicles. The firm’s fee arrangements include a percentage-of-assets-under-management component and the option for performance-based fees. FINTRX classifies the adviser as “unclassified” and does not list it as a capital allocator. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser in the available data. Industry affiliation is recorded simply as “Other Investment Adviser.” The source does not provide a year of SEC registration.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brendan Cummins

    Chief Executive OfficerCRD 7703108

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALISO VIEJO, CA

ORANGE

Location

ALISO VIEJO, CA

Headquartered in ALISO VIEJO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
16B Journey
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth