LATTICE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DOVER, Delaware
CRD number
320606
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Lattice Capital Management, LLC is an individually owned, SEC-registered limited liability company that registered with the SEC in 2024. The firm functions primarily as a sponsor and general partner, serving as managing member for pooled investment vehicles rather than acting as a separate capital allocator. It is not identified as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • MICHAEL ZAJKO

    Co-FounderCRD 7022684

  • Regan Bozman

    Co-FounderCRD 7202121

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DOVER, DE

KENT

Location

DOVER, DE

Headquartered in DOVER, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
KENT
Address
1151 Walker Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth