Lagoon Advisory Partners, LLC
Firm details
- Headquarters
- Eden Prairie, Minnesota
- CRD number
- 308617
- Registered since
- March 9, 2022
- Website
- lagoonap.com
Firm profile
FINTRXOverview
Lagoon Advisory Partners, LLC is a limited liability company that registered with the SEC in 2022. FINTRX lists the firm’s ownership as a mix of a domestic entity and an individual, and it is classified as unclassified in the snapshot data. The profile shows the firm is not a capital allocator, does not identify as an active ESG investor, and is not marked as a multistate adviser, pension consultant, or related adviser. The firm has not supplied description of its business activities, advisory services, fee structure, or client base in the submitted data.
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 1
Zachary Pederson
CEOCRD 6594149
Contacts
3 of 4
Roshni Drepaul
FinOpCRD 6487453
Daren Oddenino
Managing DirectorCRD 5233133
Louis Volk
Investment Banking AssociateCRD 6351951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Eden Prairie, MN
Hennepin
Location
Eden Prairie, MN
Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 9110 Belvedere Dr
- Time zone
- CT (UTC-6)
- Office locations
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