Latticework Capital Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 281690
- Registered since
- July 28, 2021
- Website
- latticeworkcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Latticework Capital Management LLC is an SEC-registered private equity manager (registered in 2021) that serves institutional clients. The firm is organized as an LLC and is owned by a combination of a domestic entity and an individual. Its primary advisory activity is portfolio management for pooled investment vehicles, and it operates in sponsor/GP and managing-member roles for those vehicles. Latticework charges fees that include a percentage of assets under management, performance-based fees, and other fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Elizabeth Mcinnis
Chief Compliance OfficerCRD 8092815
Contacts
2 of 2
Kyle Bradford
Managing PartnerCRD 4134953

Steven Neumann
Co-Founder & Managing PartnerCRD 6473837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 100 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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