Lagoon Advisory Partners, LLC

Overview

Lagoon Advisory Partners, LLC is organized as a limited liability company and appears as an SEC-registered adviser with its registration dated 2022. Public records for the firm provide very limited detail about its business model or investment approach: it is listed as an unclassified adviser, does not report acting as a capital allocator, and is not marked as an active ESG investor. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Other customary disclosures — fee structure, client segments, specific advisory activities and manager allocation preferences — are not provided in the source data.

Assets & Accounts

Location & Offices