LATTICEWORK CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$705M
Discretionary
$705M
100% of AUM
Avg account
$118M
Accounts
6
Employees
12
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
281690
Registered since
July 28, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Latticework Capital Management LLC is a privately organized investment manager registered with the SEC in 2021 and structured as an LLC. The firm operates as a private equity manager that primarily serves institutional investors and provides portfolio management for pooled investment vehicles. Latticework functions in sponsor/GP and managing-member roles for its funds rather than acting as a broad capital allocator. Its fee schedule includes a percentage-of-assets component alongside performance-based fees and other, unspecified fee arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ELIZABETH MCINNIS

    Chief Compliance OfficerCRD 8092815

Contacts

2 of 2
  • KYLE BRADFORD

    Managing PartnerCRD 4134953

  • STEVEN NEUMANN

    Co-Founder & Managing PartnerCRD 6473837

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth