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Asset ManagerRIA · CRD 310836State-Registered Investment Adviser

Updated:

Lattice Financial

Lattice Financial is an asset manager; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Overview

Custom financial planning to put you in control of your future.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

What type of credit does Lattice Financial underwrite?

Based on its specialty finance framing, Lattice Financial structures senior-secured, unitranche, and asset-based loans. The firm focuses on direct lending where collateral packages and cash-flow lending standards can support bespoke credit solutions for smaller businesses. Specific recent transactions are not part of the public record.

What is Lattice Financial's geographic scope?

Available records indicate a US-only investment posture, with no disclosed international offices or cross-border transactions. The firm is structured to serve onshore lower-middle-market borrowers.

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