# Latticework Investments, LLC

> Latticework Investments, LLC is a state-registered investment advisory firm in Lafayette, LA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2023.

- CRD: 316290
- Filed as: LATTICEWORK INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette, LA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316290
- AdvisorCensus page: https://advisorcensus.com/firm/latticework-investments-llc-lafayette-la-316290

## Quick answers

**How is Latticework Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Latticework Investments, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Latticework Investments, LLC located?**
Latticework Investments, LLC's principal office is in Lafayette, LA, according to its Form ADV.

**Is Latticework Investments, LLC registered with the SEC or a state?**
Latticework Investments, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316290.

**How much does Latticework Investments, LLC manage?**
Latticework Investments, LLC reports $3,400,000 in regulatory assets under management in its Form ADV filing dated March 31, 2023 (100% discretionary).

**What types of clients does Latticework Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Latticework Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316290

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,400,000
- Discretionary: $3,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $3,400,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Latticework Investments, LLC (CRD 316290): Form ADV filing data as of October 2026.