Lagoda Investment Management, LP

Lagoda Investment Management, LP (CRD# 170961) is a financial advisory firm headquartered in New York, NY. They manage $856,000,000 in 119 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    856
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $7,193,277
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, DE, 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 25 years of experience in the finance industry.

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