AUMdb

Laconia Advisory Services Llc

SEC-registered Investment Adviser CRD 321749 · SEC file 802-127060 · New York, NY · www.laconiacapitalgroup.com
☆ Save with Pro ADV data as of Mar 19, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $50.3M combined gross assets

FundTypeDomicileGross assetsOwners
Laconia Capital Group Iii Lp Venture Capital Fund Delaware $19.0M 94
Laconia Capital Group Ii Lp Venture Capital Fund Delaware $14.9M 52
Laconia Capital Group I Lp Venture Capital Fund Delaware $14.1M 25
Laconia Ocrolus Spv Ii Lp Venture Capital Fund Delaware $1.8M 32
Laconia Ocrolus Spv I Lp Venture Capital Fund Delaware $460K 20

Private funds (5, $50.3M gross assets)

FundTypeGross assetsMin. investmentOwners
Laconia Capital Group Iii Lp Venture Capital Fund $19.0M $500K 94
Laconia Capital Group Ii Lp Venture Capital Fund $14.9M $250K 52
Laconia Capital Group I Lp Venture Capital Fund $14.1M $150K 25
Laconia Ocrolus Spv Ii Lp Venture Capital Fund $1.8M $38.3K 32
Laconia Ocrolus Spv I Lp Venture Capital Fund $460K $5.8K 20

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/19/2026 1.33 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

Not reported.

Custody

Firm reports it does not have 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 19, 2026.

View current Form ADV (SEC/IAPD) ↗