Lattis Management LP

RIASEC RegisteredEst. 2025
Total AUM
$367M
Discretionary
$367M
100% of AUM
Avg account
$91.8M
Accounts
4
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
333629
Registered since
September 8, 2025
Custodians
ADM INVESTOR INC
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles93.55%
  • Other Investment Advisers6.45%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lattis Management LP is a limited partnership organized as a multi-strategy manager that combines hedge fund and private equity activities. The firm is SEC-registered (2025) and serves institutional clients, charging fees as a percentage of assets under management. Lattis operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and positions itself as sponsor, general partner and managing member for pooled investment vehicles, providing portfolio management for both pooled funds and institutional or business clients. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Owners & executives

1 of 1
  • Melissa Carnathan

    President and Chief Operating OfficerCRD 2382450

Contacts

2 of 2
  • Charles Dwyer

    Managing PartnerCRD 5197441

  • Arjun Kapoor

    Arjun Kapoor

    Managing PartnerCRD 5355431

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
60 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth