Lakpa LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakpa LLC provides fee‑based investment advisory services primarily to institutional clients, pooled vehicles, and other investment advisers, delivering discretionary and non‑discretionary portfolio management alongside financial consulting. The firm reports serving high‑net‑worth individuals, corporations, and institutions and a client base concentrated among non‑U.S. residents.
Lakpa’s investment approach is primarily long‑term and rooted in fundamental analysis, constructing customized portfolios across a wide range of instruments including equities, fixed income, ETFs, alternative funds, private placements, structured products, and derivatives; investments may be held in any currency. The firm maintains ongoing client contact with at least annual reviews, charges the common percentage‑of‑AUM advisory fee for investment management, and additionally offers consulting engagements billed on an hourly basis.
Noteworthy features include that Lakpa operates with a principal office outside the United States while registered as an investment adviser and serving an international client base—an arrangement that is uncommon among peers. The firm also discloses that its chief investment officer has affiliated, investment‑related roles and ownership interests that are addressed through disclosure and supervision.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,000+: 1.00%
Up to $500 per hour, negotiable depending on client circumstances
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Rodrigo A
Series 65
Remote
Lakpa LLC
Rodrigo Arriagada is a financial advisor at Lakpa LLC with a Series 65 designation and one year of industry experience. He has previously worked at Lakpa SpA/Asesor CL for seven years and Consorcio Corredores de Bolsa for three years. Lakpa LLC provides fee-based investment advisory services primarily to institutional clients, pooled vehicles, and other investment advisers, focusing on discretionary and non-discretionary portfolio management and financial consulting. The firm serves high-net-worth individuals, corporations, and institutions, with an international client base, and uses a long-term investment approach grounded in fundamental analysis across a variety of asset classes and instruments.
Carlos R
Series 65
Remote
Lakpa LLC
Carlos Rangel is an advisor at Lakpa LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Tanner Investments and Euroamerica. Outside of advisory work, he is involved with Lakpa Spa, where he has been active for four years. Lakpa LLC provides fee-based investment advisory services primarily to institutional clients, pooled vehicles, and other investment advisers, focusing on long-term, fundamental analysis–based portfolio management. The firm serves high-net-worth individuals, corporations, and institutions, with a client base concentrated among non-U.S. residents.
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