Tech stack
No one at Lagoda Investment Management, L.p. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Lagoda Investment Management, L.p.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
B
Bank of America Private Bank
Per Form ADV · $126M held · filed Mar 2024
F
Fiduciary Trust Company International
Per Form ADV · $115M held · filed Mar 2024
K
Keybank
Per Form ADV · $72M held · filed Mar 2024
Website Builders
