LATOUR ASSET MANAGEMENT LLC

Overview

Latour Asset Management LLC operates as a small, specialized advisory and insurance brokerage entity that also functions as a capital allocator. The firm’s regulatory filing indicates it provides financial planning and the selection of other advisers rather than broad in‑house discretionary management across a wide range of liquid markets. Latour uses a fixed‑fee (and other fee) structure, suggesting engagements that are project‑ or service‑based rather than purely commission driven, although its insurance brokerage activity implies fee and commission revenue streams can coexist. Investment activity is focused through third‑party manager relationships rather than a large roster of proprietary strategies. The adviser is not an active ESG investor according to its filing and is not registered as a multi‑state adviser, which points to a relatively narrow operational footprint. As a capital allocator, Latour appears to coordinate allocations to external managers and funds rather than running large, direct public equity portfolios internally.

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Investments & Alternatives

Location & Offices