Laguna Private Capital

Overview

Laguna Private Capital is an independent registered investment adviser organized as a limited liability company and based in California. The firm is registered with the SEC (registration year: Unknown) and is privately owned by an individual. Its advisory mandate focuses on discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Compensation includes a percentage-of-AUM fee schedule and the use of performance-based fees. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant. It lists an industry affiliation as "Other Investment Adviser."

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Investments & Alternatives

Location & Offices