Lattanzi Financial Services

LATTANZI FINANCIAL SERVICES LLC is an SEC-registered investment adviser in REVERE, MA. The firm manages $8 million in regulatory assets under management on a...

Lattanzi Financial Services

LATTANZI FINANCIAL SERVICES LLC is an SEC-registered investment adviser in REVERE, MA. The firm manages $8 million in regulatory assets under management on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Who runs investment decisions at Lattanzi Financial Services?

The firm does not publicly identify its investment decision-makers. Principals are not listed on any accessible source. This lack of disclosure limits external understanding of who directs capital allocation (per public record).

What investment stages does Lattanzi Financial Services target?

The firm has not revealed its stage focus. Without public documentation or known deals, it is impossible to determine whether it targets venture, growth, buyout, or other stages.

Does Lattanzi Financial Services participate in fund commitments or only direct deals?

No investment activity has been publicly recorded. The firm's approach to fund commitments versus direct investment is unknown.

Where does the underlying wealth of Lattanzi Financial Services come from?

The source of the Lattanzi family's wealth is not publicly disclosed. No family business, industry, or fortune origin has been identified (per public record).

How is Lattanzi Financial Services structured as a family office?

The firm operates as a limited liability company in the United States. Beyond that, its legal and operational structure is not public.

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