LAGUNA PRIVATE CAPITAL
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Brendan Cummins
Chief Executive OfficerCRD 7703108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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