# Laguna Investments LLC

> Laguna Investments LLC is a state-registered investment advisory firm in Newport Coast, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 342122
- Filed as: LAGUNA INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Coast, CA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342122
- AdvisorCensus page: https://advisorcensus.com/firm/laguna-investments-llc-newport-coast-ca-342122

## Quick answers

**How is Laguna Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Laguna Investments LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Laguna Investments LLC located?**
Laguna Investments LLC's principal office is in Newport Coast, CA, according to its Form ADV.

**Is Laguna Investments LLC registered with the SEC or a state?**
Laguna Investments LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342122.

**How much does Laguna Investments LLC manage?**
Laguna Investments LLC reports $7,783,586 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**What types of clients does Laguna Investments LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Laguna Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342122

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $7,783,586
- Discretionary: $7,783,586
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $7,783,586 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lagunainvestmentfunds.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laguna Investments LLC (CRD 342122): Form ADV filing data as of October 2026.