other names
  • LATTICE CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date 07/05/2025
Registration status Registration Changed to LATTICE CAPITAL MANAGEMENT LLC
ADV Location KIRKLAND, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 539,798,303 -29%
of that, discretionary 539,798,303 -29%
Private Fund GAV* 0 -100%
Avg Account Size 107,959,661 -43%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Number of Employees 8 14%

of those in investment advisory functions 5 25%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

595M 510M 425M 340M 255M 170M 85M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary