Lago Asset Management, Llc
- Regulatory AUM
- $605M
- Discretionary
- $605M
- Clients
- 13
- Avg AUM / client
- $46.5M
- Accounts
- 12
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $191M | 31.6% |
| Pooled investment vehicles (non-investment companies) | 12 | $414M | 68.4% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $291M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lago Innovation Fund Ii Qp, Lp | Hedge Fund | Delaware | $87.7M | 207 |
| Lago Innovation Fund Iii Qp, Lp | Hedge Fund | Delaware | $49.1M | 188 |
| Lago Innovation Fund I Qp, Lp | Hedge Fund | Delaware | $34.9M | 87 |
| Lago Innovation Fund Ii Ai, Lp | Hedge Fund | Delaware | $23.1M | 99 |
| Lago Innovation Fund I, Lp | Hedge Fund | Delaware | $20.2M | 90 |
| Lago Delta Nine Fund Qp, Lp | Private Equity Fund | Delaware | $18.2M | 102 |
| Lago Acceleration Fund I Qp, Lp | Private Equity Fund | Delaware | $14.8M | 115 |
| Lago Innovation Fund Iii Ai, Lp | Hedge Fund | Delaware | $14.3M | 99 |
| Lago Delta Nine Fund, Lp | Private Equity Fund | Delaware | $11.3M | 100 |
| Lago Acceleration Fund I, Lp | Private Equity Fund | Delaware | $7.1M | 90 |
| Lago D9 Equity Fund I Qp, Lp | Private Equity Fund | Delaware | $6.3M | 65 |
| Lago D9 Equity Fund I, Lp | Private Equity Fund | Delaware | $4.2M | 78 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gottfried, Timmy, Allen | Member | May 2019 (7y) | 25% – 50% | |
| Lafreniere, Heather, Lynn | Member | May 2019 (7y) | 25% – 50% | |
| Lederhausen, Mats, A | Trustee Of Mats A Lederhausen 2000 Trust Dated July 10 2000 | May 2019 (7y) | 5% – 10% | |
| Buffington, Mark, Andrew | Trustee Of Revocable Trust Of Mark A Buffington | Mar 2022 (4y) | 5% – 10% | |
| Knudsen, Todd, Eric | Chief Financial Officer/Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mats A Lederhausen 2000 Trust Dated July 10 2000 | Member | May 2019 | A | 5% – 10% |
| Revocable Trust Of Mark A Buffington | Member | Mar 2022 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $291M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lago Innovation Fund Ii Qp, Lp | Hedge Fund | $87.7M | $150K | 207 |
| Lago Innovation Fund Iii Qp, Lp | Hedge Fund | $49.1M | $250K | 188 |
| Lago Innovation Fund I Qp, Lp | Hedge Fund | $34.9M | $150K | 87 |
| Lago Innovation Fund Ii Ai, Lp | Hedge Fund | $23.1M | $150K | 99 |
| Lago Innovation Fund I, Lp | Hedge Fund | $20.2M | $150K | 90 |
| Lago Delta Nine Fund Qp, Lp | Private Equity Fund | $18.2M | $150K | 102 |
| Lago Acceleration Fund I Qp, Lp | Private Equity Fund | $14.8M | $150K | 115 |
| Lago Innovation Fund Iii Ai, Lp | Hedge Fund | $14.3M | $250K | 99 |
| Lago Delta Nine Fund, Lp | Private Equity Fund | $11.3M | $150K | 100 |
| Lago Acceleration Fund I, Lp | Private Equity Fund | $7.1M | $150K | 90 |
| Lago D9 Equity Fund I Qp, Lp | Private Equity Fund | $6.3M | $150K | 65 |
| Lago D9 Equity Fund I, Lp | Private Equity Fund | $4.2M | $150K | 78 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗