Lagoda Investment Management, LP

Lagoda Investment Management, LP (CRD# 170961) is a financial advisory firm headquartered in New York, NY. They manage $807,000,000 in 118 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    807
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $6,838,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, NY, TX

Financial Advisors at Lagoda Investment Management, LP
Showing 1 - 1 of 1 top financial advisors.
1
Patrick A. Keenan
CRD#: 1803525
3 Columbus Circle, Suite 2215, New York, NY 10019
93
Wealthminder
score

Patrick Keenan (CRD# 1803525) is an Investment Advisor Representative working at Lagoda Investment Management, LP in New York, NY and has over 27 years of experience in the finance industry.

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