Lattice Growth Partners LLC (San Francisco)

Name: Lattice Growth Partners LLC
Address: One Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-508-4983

Lattice Growth Partners LLC is a large advisory firm based in San Francisco. It manages $106.25 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Lattice Growth Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lattice Growth Partners: assets under management

The assets under management (AUM) of Lattice Growth Partners LLC is $106.25 million. The firm's AUM has grown by 281% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $91.24 million in discretionary accounts and $15.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.51 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lattice Growth Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lattice Growth Partners LLC

Kevin Compton has been acting as President since 1 Jun 2010. Mark Bradley Whiston joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Robert Schwab	Member	1 Jul 1993	Other	1647993
Stephen Andrew Fogle	Member	1 Jul 2003	Other	4784148
Theodore James Lucas	Managing member	1 Jul 2003	25% - 50%	2538213
Daniel William Drake	Member	1 Jul 2003	Other	4785179
Jupiter Partners L.P.	Member	1 Jul 2003	Other	94-2876858
Salzburg Group Llc	Member	1 Jul 2003	Other	20-0397353
Charles Robert Schwab	Member	1 Jul 2003	Other	1647993
Jeremy Stone	Member	1 Jul 2003	Other	5844783
Mauricio Fernando Cevallos	Member	1 Jul 2004	Other	4331811
Inc. Chess Holding Company	Member	1 Nov 2006	Other	98-0459490
Live Oak Ventures Llc	Member	1 Oct 2007	Other	36-3990679
Albert Y Lee	Coo, chief compliance officer	1 Sep 2009	Other	4072116
Kevin Compton	Director	1 Jun 2010	Other	5608379
Mark Bradley Whiston	Director	1 Jun 2010	Other	1572679
Lp Radar Partners Ii	Member	1 Jun 2010	Other	262009059

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Maxwell Bryan	General partner	1 Feb 1983	75% - 100%	1774398
David Dias	Master trustee	1 Aug 2003	75% - 100%	4843260
Douglas Mackenzie	Partner	1 Jun 2010	25% - 50%	5608376
Stratton Sclavos	Member	1 Jun 2010	25% - 50%	5608381
Kala Investments Llc	Partner	1 Jun 2010	25% - 50%	26-1422104

Based in San Francisco

The principal office where Lattice Growth Partners LLC performs its advisory services is located at One Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-508-4983 or by fax 415-598-5102. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.latticegp.com.