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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

LATTIS MANAGEMENT LP

CRD 333629

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a103689b-1692-8a3b-a8a7-2f72c410301f

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 2
Observed: Mar 25, 2025 to Sep 4, 2026
5 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Lattis Management Lp reported RAUM $367.2M, up 74% from $210.7M (2026-03-30 to 2026-09-04)

Dated 2026-09-04 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceSep 4, 2026 · seen 5 days ago

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Lattis Management LP

Private equity manager · shared crd

Independent Sponsorsidentity

Lattis Management LP

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $367MItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $367M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Custody, client assets: $343M
Relying advisers: 1
SEC number: 801-134298
CRD: 333629
Filings on the tape: 5
First filed: Mar 25, 2025
Latest filed: Sep 4, 2026
Organised: Limited Partnership, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DWYER, CHARLES, MCCARTHY	MANAGING PARTNER	Na	yes	06/2024	Sep 4, 2026	Sep 4, 2026
KAPOOR, ARJUN	MANAGING PARTNER	Na	yes	06/2024	Sep 4, 2026	Sep 4, 2026
KELLY MONTOLIU, SOFIA	CHIEF COMPLIANCE OFFICER	Na	yes	08/2026	Sep 4, 2026	Sep 4, 2026
LATTIS MANAGEMENT GP LLC	Partner	E	yes	06/2024	Sep 4, 2026	Sep 4, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$211M	$211M	11	6	0	2	n/a
2024	Mar 25, 2025	$0	$0	3	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$367M	$0	n/a	n/a	n/a	8	3	0	0

Relationships

Controls (4)

← DWYER, CHARLES, MCCARTHYOwnerMANAGING PARTNER, ownership code NA, individual
Sep 4, 2026 to presentfactForm ADV
← KELLY MONTOLIU, SOFIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 4, 2026 to presentfactForm ADV
← KAPOOR, ARJUNOwnerMANAGING PARTNER, ownership code NA, individual
Sep 4, 2026 to presentfactForm ADV
← LATTIS MANAGEMENT GP LLCOwnerPARTNER, ownership code E, domestic entity
Sep 4, 2026 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 4, 2026
Regulatory AUM changed
Lattis Management Lp reported RAUM $367.2M, up 74% from $210.7M (2026-03-30 to 2026-09-04)
Form ADVobserved 5 days ago
$157M

Show 1 bookkeeping events

Occurred
Sep 2, 2025
Lattis Management Lp no longer on the SEC adviser roster (last listed 2025-08-01)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a103689b-1692-8a3b-a8a7-2f72c410301f
First observed: Mar 25, 2025
Last observed: Sep 4, 2026 16 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LATTIS MANAGEMENT LP

CRD 333629

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a103689b-1692-8a3b-a8a7-2f72c410301f

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DWYER, CHARLES, MCCARTHY

MANAGING PARTNER

yes

06/2024

Sep 4, 2026

KAPOOR, ARJUN

MANAGING PARTNER

yes

06/2024

Sep 4, 2026

KELLY MONTOLIU, SOFIA

CHIEF COMPLIANCE OFFICER

yes

08/2026

Sep 4, 2026

LATTIS MANAGEMENT GP LLC

Partner

yes

06/2024

Sep 4, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$211M

n/a

2024

Mar 25, 2025

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$367M

n/a