Lagoda Investment Management, L.P.
● SEC registered since 2014CRD 170961SEC# 801-79596New York, NY
Reg. AUM
$312.6M
Employees
4
Accounts
49
Location
New York, NY
Lagoda Investment Management, L.P. assets under management
Lagoda Investment Management, L.P. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2014. It reports $312.6 million in regulatory assets under management and employs 4 people.
Lagoda Investment Management, L.P. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fatima Katarzyna Dickey Control | Limited Partner, Senior Managing Principal | Over 75% | 2014 |
| Horizon Common Inc. | Limited Partner | 5-10% | 2014 |
| Horizon Kinetics LLC | Limited Partner | 5-10% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Lagoda Investment Management, L.P. manage?
Lagoda Investment Management, L.P. reports $312.6 million in regulatory assets under management on its Form ADV.
How many employees does Lagoda Investment Management, L.P. have?
Lagoda Investment Management, L.P. reports 4 employees.
Where is Lagoda Investment Management, L.P. located?
Lagoda Investment Management, L.P. is based in New York, NY and has been SEC-registered since 2014.
Does Lagoda Investment Management, L.P. disclose fund performance?
Lagoda Investment Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Columbus Circle, Floor 15, New York, NY 10019 |
| Phone | 212-309-7660 |
| Fax | 212-975-9030 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1632108 |
| Discloses disciplinary history | No |
Regulatory AUM
$312.6M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$312.6Mregulatory AUM
Discretionary $312.6M