LATTIS MANAGEMENT LP

RIASEC RegisteredEst. 2025
Total AUM
$211M
Discretionary
$211M
100% of AUM
Avg account
$70.2M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
333629
Registered since
September 8, 2025
Custodians
ADM INVESTOR INC
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles87.28%
  • Other Investment Advisers12.72%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lattis Management LP is a limited partnership that operates as a multifaceted fund manager, combining hedge fund and private equity activity with commodity-focused trading. The firm is SEC-registered (2025) and targets institutional clients, charging a percentage-of-AUM fee structure. Its stated business roles include acting as a CPO or CTA and serving as sponsor, general partner, or managing member for pooled investment vehicles. Advisory services concentrate on portfolio management for pooled vehicles and for businesses or institutions rather than retail wealth management. Investment behavior leans toward active strategies that make material use of derivatives and commodity exposures. The firm is not an ESG-driven investor and does not position itself as a broad capital allocator; instead it focuses on concentrated institutional mandates and fund-level management. Given the mix of private equity and hedge fund vehicles on its books, Lattis Management LP places emphasis on opportunistic, manager-led allocations and sponsor-controlled structures.

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

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Owners & executives

1 of 1
  • MELISSA CARNATHAN

    President and Chief Operating OfficerCRD 2382450

Contacts

2 of 2
  • ARJUN KAPOOR

    Managing PartnerCRD 5355431

  • CHARLES DWYER

    Managing PartnerCRD 5197441

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
60 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth