$312.6M Total AUM
$312.6M Disc. AUM
-1.0% 3Y CAGR
4 Employees
48 ADV. Clients
12 yrs Firm Age
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- Custodian
- Bank OF America · Fiduciary Trust · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-17-2014
- Office Locations
- 1
Office Locations
3 Columbus Circle Floor 15 NEW York NY
About Lagoda Investment Management, L.p.
Lagoda Investment Management, L.P. is a New York-based manager focused on global, fundamental equity portfolios for long-term asset management. Using its Owners & Dominators® approach, the firm targets outstanding businesses with durable growth and profitability while seeking opportunities in under-the-radar companies. Serves both retail and institutional clients.
Team overview
-- AVG AGE
$156.3M AVG AUM / ADVISOR
$6.5M AVG AUM / CLIENT
10 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Asset Classes
Capital oak
Custodian
Ember bridge
Investment Themes
Ridge
Services
Atlas Ember
Owner & Executives
F
FATIMA KATARZYNA DICKEY
Limited Partner, SENIOR MANAGING PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(887) 429-3023
ridge.ember@catalystcapital.com
in linkedin.com/in/focus-beacon
J
JASON ANTHONY OZONE
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(470) 907-8543
pioneer.signal@matrixcapital.com
in linkedin.com/in/wave-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,629,215 | $6,380,188 |
| Non-Discretionary | $0 | -- |
| Total | $312,629,215 | $6,380,188 |
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Separately Managed Accounts
Total SMA Asset: $312,629,215
Equity - Exchange:
74.6% Cash:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,840,751,275 | 74.6% |
| Cash | $1,648,191,453 | 25.4% |
| Total | $6,488,942,728 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM MOMENTUM PRIME | FOCUS TIMBER | F35OQD616 | ISBHD | 10.61% | $88,375,816 |
| HORIZON OPTIMA ALPHA | VITAL HARBOR | WCPQLQTC3 | QVOY | 8.38% | $44,973,767 |
| VERTEX FRONTIER | DELTA MATRIX | W30YUMYT3 | NKVYZ | 3.10% | $9,203,878 |
| PRIME DELTA | MOMENTUM PRIME | IKGRHPNRW | MYZ | 9.73% | $80,211,884 |
| VERTEX BRIDGE | MATRIX PEAK | 376XNCE8D | HDDUZ | 0.87% | $54,722,851 |
| UNISON EAGLE | BRIDGE VERTEX | GY3AIE6TF | MXVOM | 7.26% | $63,395,150 |
| ZENITH BRIDGE | UNISON GLACIER | XP9LIOU6J | NWKS | 1.32% | $50,343,406 |
| OPTIMA LEGACY | ZENITH ZENITH | RFQX3ZU4C | ZISJ | 1.54% | $46,482,129 |