# Lattice Financial

Lattice Financial is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://latticefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lattice-financial

## Regulatory record

- **CRD number:** 310836
- **Registration status:** State-Registered Investment Adviser (NC, SC) — not registered with the SEC; per IAPD as of 2026-10-22
- **Reports private funds:** No

## About

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

## 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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- [LANE42](https://altss.com/profile/lane42)
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Updated: 2026-10-24T07:50:41.539Z

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