LAGODA INVESTMENT MANAGEMENT, L.P.
CRD #170961 SEC #801-79596 NEW YORK, NY 212-309-7660
SEC Registered
Total AUM
$304.1M
Discretionary
$304.1M
Employees
4
Clients
--
Accounts
53
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $304.1M | $304.1M | $0 | 4 | 0 |
| Mar 2024 | $313.7M | $313.7M | $0 | 4 | 0 |
| Mar 2023 | $322.1M | $322.1M | $0 | 4 | 0 |
| Sep 2022 | $499.9M | $499.9M | $0 | 4 | 0 |
| Mar 2022 | $499.9M | $499.9M | $0 | 4 | 0 |
| Mar 2021 | $463.6M | $463.6M | $0 | 4 | 0 |
| Jun 2020 | $302.4M | $302.4M | $0 | 4 | 0 |
| Mar 2020 | $302.4M | $302.4M | $0 | 4 | 0 |
| Mar 2019 | $276.3M | $276.3M | $0 | 4 | 0 |
| Oct 2018 | $284.5M | $284.5M | $0 | 4 | 0 |
| Sep 2018 | $1B | $1B | $0 | 12 | 0 |
| Mar 2018 | $1B | $1B | $0 | 12 | 0 |
| Sep 2017 | $807M | $807M | $0 | 11 | 100 |
| Feb 2017 | $807M | $807M | $0 | 11 | 100 |
| Feb 2016 | $856M | $856M | $0 | 11 | 100 |
| Mar 2015 | $860M | $860M | $0 | 11 | 100 |
| Dec 2014 | $725M | $725M | $0 | 11 | 26 |
| Jul 2014 | $500M | $500M | $0 | 8 | 11 |
| May 2014 | $356M | $356M | $0 | 5 | 1 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$322.1M
Discretionary$322.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$499.9M
Discretionary$499.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$499.9M
Discretionary$499.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$463.6M
Discretionary$463.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$284.5M
Discretionary$284.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees11
Clients100
DateFeb 2017
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees11
Clients100
DateFeb 2016
Total AUM$856M
Discretionary$856M
Non-Disc.$0
Employees11
Clients100
DateMar 2015
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees11
Clients100
DateDec 2014
Total AUM$725M
Discretionary$725M
Non-Disc.$0
Employees11
Clients26
DateJul 2014
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees8
Clients11
DateMay 2014
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees5
Clients1
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0