$86.8M Total AUM
$86.8M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Unison focus
- Established Date
- 09-21-2021
- Office Locations
- 1
Office Locations
-- Irvine CA
About Laguna Coast Capital
Laguna Coast Capital is a Irvine-based RIA. The firm has been operating for 4 years. Managing $86.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Estate Planning, Portfolio Construction.
Team overview
-- AVG AGE
$86.8M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Radial pioneer Legacy pathway Capital
Client Personas
Optima vector
Custodian
Quantum timber Frontier crest Element north Optima harbor
Investment Themes
Capital frontier Pathway element
Investment Vehicles
Element eagle
Services
Capital Signal harbor Zenith Pathway crest
Technology
Element foundation
Owner & Executives
A
ANDREW J BLACKBURN
Chief Executive Officer, Founder
- CRD
- #6033673
- Ownership
- 75% or more
(289) 839-8962
summit.quantum@bridgecapital.com
in linkedin.com/in/radial-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,834,740 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,834,740 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,834,740
Equity - Exchange:
28.0% Cash:
29.3% Derivatives:
9.4% Public Funds:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,423,979,069 | 28.0% |
| Cash | $1,490,092,383 | 29.3% |
| Derivatives | $478,050,116 | 9.4% |
| Public Funds | $1,693,517,963 | 33.3% |
| Total | $5,085,639,531 | 100.0% |