Family OfficeRIA · CRD 172358SEC-Registered

Updated:

Lathram Financial Group

Lathram Financial Group is a family office with undisclosed principals, AUM, and investment strategy.

Lathram Financial Group

Lathram Financial Group was formed as a limited liability company, though its founding year and founder remain undisclosed in public records. The firm is a family office by designation, but no wealth-origin context has been made available to the public. Its headquarters location has not been officially confirmed. The investment approach of Lathram Financial Group is not publicly outlined. Without stated sector preferences, asset-class mix, or named portfolio companies, its strategy cannot be characterized. There is no evidence of fund commitments, direct co-investments, or external manager relationships reported in credible sources as of 2026. The firm has not disclosed its number of professionals, total assets under management, or any additional offices. No recent operational events — such as hires, fund closings, or notable investments — have been recorded within the last 24 months. The firm does not maintain a known LinkedIn presence or public website. Structurally, Lathram Financial Group is a limited liability company, which provides a governance framework that is common among family offices. However, no information exists on its succession plans, board composition, or whether it operates as a single- or multi-family office. The firm remains opaque in public records, limiting any structural comparison.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs Lathram Financial Group?

The principals of Lathram Financial Group have not been publicly identified. No information is available on the firm's CEO, CIO, or investment committee members in any public record or credible publication.

How does Lathram Financial Group deploy its capital?

Lathram Financial Group has not disclosed its investment strategy, asset-class preferences, or whether it makes direct investments, fund commitments, or co-investments. No known portfolio companies or fund interests have been reported.

Is Lathram Financial Group a single-family office or a multi-family office?

The firm's public filings list it as a limited liability company, but its classification as single-family office versus multi-family office is not confirmed. No statement from the firm addresses this.

Where is Lathram Financial Group headquartered?

No official headquarters address or city has been publicly disclosed for Lathram Financial Group. Business records list only the entity registration state.

What sectors does Lathram Financial Group focus on?

Lathram Financial Group has not published any sector-specific investment focus areas. Without public statements or known holdings, its sector preferences are unverifiable.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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