Lagoon Advisory Partners, LLC

Overview

Lagoon Advisory Partners, LLC is organized as a limited liability company and is SEC‑registered (registration year listed as 2022). Ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the firm as “Unclassified,” and the record indicates the firm does not act as a capital allocator. It is not identified as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. Fields for client types, fee structure, business activities and specific advisory services are not populated in the FINTRX snapshot, so public-facing detail on the firm’s target clients and service model is not provided in the source data.

Assets & Accounts

Location & Offices