Latticework Capital

RIASEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$14.4M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
171043
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Latticework Capital is organized as a limited liability company that operates as a hedge fund manager. The firm is structured to manage pooled investment vehicles and also lists portfolio management for individuals and small businesses among its advisory activities. Its client focus in the dataset is institutional, and its ownership is recorded as individual ownership. Compensation is a blend of a percentage-of-assets fee and performance-based fees. The firm is not identified in the dataset as an active ESG investor, and it is not flagged as a multi-state adviser. FINTRX classifies Latticework Capital as a hedge fund rather than a capital allocator or pension consultant.

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

Contacts

1 of 1
  • Feng Zhou

    FounderCRD 6335305

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth