{
  "crd_number": 141860,
  "slug": "lattice-capital-management-llc-kirkland-wa-141860",
  "primary_business_name": "LATTICE CAPITAL MANAGEMENT LLC",
  "legal_name": "LATTICE CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Kirkland",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-07-10",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://latticecm.com",
    "https://linkedin.com/company/lattice-capital-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141860",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "KIRKLAND",
  "url": "https://advisorcensus.com/firm/lattice-capital-management-llc-kirkland-wa-141860",
  "display_name": "Lattice Capital Management LLC",
  "summary": "Lattice Capital Management LLC is an exempt reporting adviser in Kirkland, WA, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Lattice Capital Management LLC (CRD 141860): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Lattice Capital Management LLC located?",
      "a": "Lattice Capital Management LLC's principal office is in Kirkland, WA, according to its Form ADV."
    },
    {
      "q": "How does Lattice Capital Management LLC report to regulators?",
      "a": "Lattice Capital Management LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 141860."
    },
    {
      "q": "How have Lattice Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lattice Capital Management LLC: Regulatory assets under management: $386,208,017 in the October 2021 data and $755,179,638 in the October 2024 data, up 96%. Total employees: 5 in October 2021 and 7 in October 2024. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Lattice Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141860"
    },
    {
      "q": "What changed in Lattice Capital Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.A(2))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 386208017.0,
      "total_employees": 5,
      "filing_date": "2021-02-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 555833925.0,
      "total_employees": 6,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 594699091.0,
      "total_employees": 6,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 755179638.0,
      "total_employees": 7,
      "filing_date": "2024-05-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.A(2))."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lattice-capital-management-llc-kirkland-wa-141860.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141860",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}