# Lati Capital

> Lati Capital is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 328662
- Filed as: LATI CAPITAL
- Legal name: GLR Investment Advisory LLC
- Also doing business as: LATI CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328662
- AdvisorCensus page: https://advisorcensus.com/firm/lati-capital-new-york-ny-328662

## Quick answers

**How is Lati Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Lati Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lati Capital located?**
Lati Capital's principal office is in New York, NY, according to its Form ADV.

**Is Lati Capital registered with the SEC or a state?**
Lati Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328662.

**How much does Lati Capital manage?**
Lati Capital reports $663,433 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**How have Lati Capital's assets and staff changed since 2024?**
In the Form ADV data for Lati Capital: Regulatory assets under management: $2,000 in the October 2025 data and $663,433 in the October 2026 data, up 33072%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lati Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Lati Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328662

**What changed in Lati Capital's recent Form ADV filings?**
In the September 2026 filing data: Added the business name Lati Capital.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $663,433
- Discretionary: $663,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $663,433 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lati-capital.com
- lati.capital
- Instagram @laticapital
- LinkedIn @lati-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | July 24, 2024 |
| October 2025 | $2,000 | 2 | March 24, 2025 |
| October 2026 | $663,433 | 2 | August 14, 2026 |

Regulatory assets under management: $2,000 in the October 2025 data and $663,433 in the October 2026 data, up 33072%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added the business name Lati Capital.

### April 2026
- Regulatory assets under management went from $2,000 to $637,332 (+31767%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lati Capital (CRD 328662): Form ADV filing data as of October 2026.