$312.6M Total AUM
$312.6M Disc. AUM
-1.0% 3Y CAGR
4 Employees
48 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
9.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Open the full profile to inspect shifts in alpha value.
Full visibility includes strategy notes for atlas vital optima.
Upgrade to reveal position-level detail across north vital.
Open the full profile to inspect shifts in eagle insight.
Unlock to see real insight on ember harbor harbor.
Unlock to see real insight on eagle wave zenith.
Request access to benchmark trends tied to momentum foundation.
Premium access reveals conviction themes in fusion signal vertex.
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |