Latticework Investments, LLC
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 316290
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Latticework Investments, LLC is a privately held limited liability company that operates as a hedge fund manager serving institutional clients. The firm focuses on portfolio management for pooled investment vehicles rather than separate account management, and its ownership is held by individuals. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm is not positioned as an ESG investor, does not bill itself as a pension consultant, and is not identified as a multistate or newly formed adviser in the available record.
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
Contacts
1 of 1
Amol Desai
Managing PartnerCRD 5143865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 220 Princeton Woods Loop
- Time zone
- CT (UTC-6)
- Office locations
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