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 a privately organized investment manager registered with the SEC in 2021 and structured as an LLC. The firm operates as a private equity manager that primarily serves institutional investors and provides portfolio management for pooled investment vehicles. Latticework functions in sponsor/GP and managing-member roles for its funds rather than acting as a broad capital allocator. Its fee schedule includes a percentage-of-assets component alongside performance-based fees and other, unspecified fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 2KYLE 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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