LAGUNA INVESTMENTS LLC

LAGUNA INVESTMENTS LLC of NEWPORT COAST, CA is an SEC-registered investment adviser (CRD 342122). Regulatory assets under management: $7.8M.

Registration

• CRD: 342122
• Type: Registered investment adviser
• Location: 8 WHALERS BLUFF, NEWPORT COAST, CA, 92657
• Phone: 609-577-0699
• Latest filing: 2026-07-14
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search