Latticework Capital Management LLC
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Overview
Latticework Capital Management LLC operates as a financial advisor firm located in Dallas, Texas. It oversees $383.2 million in assets under management across seven customer accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). The company has a small group, including 9 financial advisors. Latticework Capital Management LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like equities, bonds and options.
Latticework Capital Management LLC administers all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices without needing to seek client permission. The investment advisory firm supervises an average of $54.7 million in assets for every account. The average advisor at Latticework Capital Management LLC manages fewer than one client account, making it one of the most personalized firms in the country.
Latticework Capital Management LLC's central office is located at 100 Crescent Court, Dallas, Texas 75201. The company is allowed to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Latticework Capital Management LLC by the Numbers
$383.2 million
10
7
$54.7 million
Fee Structure
Fees charged by financial advisors typically are based on the financial services provided. However, fee types charged by Latticework Capital Management LLC may include some combination of the following fee types: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its seven accounts, Latticework Capital Management LLC's biggest client type by number of accounts is pooled investment vehicles. None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Latticework Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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