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LATTIS MANAGEMENT LP

NEW YORK, NY · CRD 333629 · IAPD ↗ · +1 212 204 1688

$367.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
October 2026 — LATTIS MANAGEMENT LP reported RAUM up 74% ($210.7M -> $367.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2026 — LATTIS MANAGEMENT LP now reports custody of client assets ($183.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
52
February 2026 — LATTIS MANAGEMENT LP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — LATTIS MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
February 2026 — LATTIS MANAGEMENT LP now reports 2 private fund(s) ($183.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2025 — LATTIS MANAGEMENT LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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