LATTICE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- KIRKLAND, Washington
- CRD number
- 141860
- Registered since
- July 10, 2025
- Website
- www.latticecm.com
Firm profile
FINTRXOverview
Lattice Capital Management LLC is an SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2025 and is not classified as a capital allocator. It reports no active ESG investing program and does not operate as a multi-state adviser. Lattice runs discretionary investment activity and maintains industry relationships with another investment adviser and an accounting firm. The firm’s strategies combine public equity and ETF positions with alternative vehicles and credit instruments. Lattice directs capital into third-party alternative managers (notably managed futures and private credit) and holds corporate debt alongside its public-market holdings. It also advises a private hedge fund vehicle.
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
Owners & executives
1 of 1ALI MEMARAN-DADGAR
Chief Executive Officer & Chief Compliance OfficerCRD 5652400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$3.9M in ETFs
100%
$3.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES SHORT S&P500 (SH) | ProShares | Passive | Trading Inverse Equity | $2.1M | 55,000 | 52.46% |
Location
KIRKLAND, WA
KING
Location
KIRKLAND, WA
Headquartered in KIRKLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1014 Market St
- Time zone
- PT (UTC-8)
- Office locations
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