Lago Asset Management

Fee-Only (% of Portfolio)

LAGO Asset Management provides investment advice to pooled investment funds, not individual investors. LAGO invests in privately-held companies, generally in the lower middle markets, with a focus on "Innovation Economy" companies. The firm's investment strategies may include equity, debt, or convertible debt.

Assets Under Management$460M
Clients14
AdvisorsN/A
Avg. per Client$33M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

LAGO Asset Management does not directly manage investments for individual investors. The firm provides investment advisory services to pooled investment funds.

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0 Advisors at this firm

No advisors found for this firm.
Lago Asset Management | TrueAdvisor