Lati Capital
Firm details
- Headquarters
- ,
- CRD number
- 328662
- Registered since
- December 4, 2023
- Website
- lati-capital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lati Capital is an independent, individual-owned registered investment adviser that provides portfolio management primarily to individuals, families and small businesses. The firm is SEC-registered (2023) and reports a mix of compensation approaches including percentage-of-AUM fees, fixed fees and other fee arrangements. Its advisory work covers discretionary portfolio management for both individuals/small businesses and for businesses or institutions. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not a multistate adviser. The client base is described as individual and family clients, and the business appears to be a small, focused practice rather than a multi-office wealth management platform.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Owners & executives
1 of 1Laura Lati
Chief Compliance OfficerCRD 7823395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations