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LATTICE CAPITAL MANAGEMENT LLC

KIRKLAND, WA · CRD 141860 · IAPD ↗ · latticecm.com · 425 828-4300

$539.8MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
August 2025 — LATTICE CAPITAL MANAGEMENT LLC (KIRKLAND, WA) left the SEC roster (was $539.8M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
33
March 2025 — LATTICE CAPITAL MANAGEMENT LLC reported RAUM down 29% ($755.2M -> $539.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
March 2024 — LATTICE CAPITAL MANAGEMENT LLC reported RAUM up 27% ($594.7M -> $755.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.