Laguna Private Capital

Overview

Laguna Private Capital is an independent RIA organized as a limited liability company and registered in California. FINTRX lists the firm as SEC-registered (registration year unknown). Ownership is held by an individual and its advisory activity spans portfolio management for individuals and small businesses as well as portfolio management for pooled investment vehicles. The firm charges fees based on a percentage of assets under management and also uses performance-based fee arrangements. FINTRX indicates the firm is not an active ESG investor and does not identify as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices