LATTICE CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KIRKLAND, Washington
CRD number
141860
Registered since
July 10, 2025

Firm profile

FINTRX

Overview

Lattice Capital Management LLC is an SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2025 and is not classified as a capital allocator. It reports no active ESG investing program and does not operate as a multi-state adviser. Lattice runs discretionary investment activity and maintains industry relationships with another investment adviser and an accounting firm. The firm’s strategies combine public equity and ETF positions with alternative vehicles and credit instruments. Lattice directs capital into third-party alternative managers (notably managed futures and private credit) and holds corporate debt alongside its public-market holdings. It also advises a private hedge fund vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALI MEMARAN-DADGAR

    Chief Executive Officer & Chief Compliance OfficerCRD 5652400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$3.9M in ETFs

Passive

100%

$3.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES SHORT S&P500 (SH)ProSharesPassiveTrading Inverse Equity$2.1M55,00052.46%

Location

Primary office

KIRKLAND, WA

KING

Location

KIRKLAND, WA

Headquartered in KIRKLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
1014 Market St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth