Latitude Advisors, LLC

Overview

Latitude Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2009. The firm positions itself as a capital allocator serving a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which suggests flexibility for both ongoing portfolio relationships and project-based work. Latitude lists allocation activity across public markets and third-party alternative managers. It does not self-identify as an active ESG investor. The firm’s regulatory profile and service set indicate a hybrid advisory model that blends discretionary portfolio management with consultative and advisory assignments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices