BLUE LAGOON ADVISORS, LLC
Adviser information for BLUE LAGOON ADVISORS, LLC last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114756 |
|---|---|
| SEC ERA File Number | 802-114756 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300276 |
| Legal Entity Identifier | None |
Principal Office
1560 SAWGRASS CORPORATE PARKWAY, 4TH FLOORSUNRISE
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 202-669-3427, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLUE LAGOON CAPITAL II - PARALLEL LP | Venture Capital Fund | $11.3M | $0.1M | 30 |
| BLUE LAGOON CAPITAL II, L.P. | Venture Capital Fund | $53.0M | $0.1M | 99 |
| BLUE LAGOON CAPITAL III, L.P. | Venture Capital Fund | $20.0M | $0.0M | 73 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Rogers, Rodney, John | Individual | – | EXECUTIVE OFFICER, GRANTOR AND TRUSTEE | 08/2007 | < 5% |
| Reid, Kevin, Delano | Individual | – | EXECUTIVE OFFICER AND TRUSTEE | 08/2007 | < 5% |
| THE RODNEY ROGERS AMENDED AND RESTATED TRUST | Domestic Entity | – | MEMBER | 08/2007 | 50-75% |
| THE KEVIN REID LIVING TRUST | Domestic Entity | – | MEMBER | 08/2007 | 50-75% |
| Nam, Young, S | Individual | – | CFO | 10/2019 | < 5% |