BLUE LAGOON ADVISORS, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 300276
- Registered since
- January 29, 2019
Firm profile
FINTRXOverview
Blue Lagoon Advisors, LLC is a small, SEC-registered investment adviser organized as a limited liability company and registered in 2019. The firm does not present itself as a broad capital allocator or multi-state retail adviser; instead, its regulatory footprint and reported activity indicate a manager focused on private fund advising rather than traditional advisory accounts. It is classified as unclassified under its regulatory filing and is not flagged as an active ESG investor. The firm’s public profile shows no listed fee schedules or retail client base; its activity centers on sponsoring and managing private funds, primarily venture capital vehicles. That focus suggests an allocation preference for private, equity-style investments in non-public companies, with fund-level management and investor relations as core operational activities.
Assets & Accounts
Investments & Alternatives
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 1Young Nam
Chief Financial OfficerCRD 7240186
Contacts
1 of 1Kevin Reid
Co-Founder & PartnerCRD 7061652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 13485 Veterans Way
- Time zone
- ET (UTC-5)
- Office locations
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