Latticework Capital Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$705M
Discretionary
$705M
100% of AUM
Avg account
$118M
Accounts
6
Employees
12
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
281690
Registered since
July 28, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Elizabeth Mcinnis

    Chief Compliance OfficerCRD 8092815

Contacts

2 of 2
  • Kyle Bradford

    Kyle Bradford

    Managing PartnerCRD 4134953

  • Steven Neumann

    Steven Neumann

    Co-Founder & Managing PartnerCRD 6473837

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth