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| Keyboard |
| Latitude Advisors LLC
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|---|---|
| CRD # | 151001 |
| SEC # | 801-70420 |
| CIK # | 0001843715 |
| AUM | 566.5 M (2026-04-22) |
| Employees | 66 (98% Investors, 86% Brokers) |
| Phone | 630-553-3730 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 5.3 | ||
| Nvidia Corp | 4.0 | ||
| Amazon Com Inc | 3.7 | ||
| AbbVie Inc | 2.8 | ||
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,410 | 214.2 |
| (b) Individuals (high net worth individuals) | 115 | 280.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 17.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 54.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,575 | 566.5 |
| By Discretionary | ||
| Discretionary | 2,450 | 556.5 |
| Non-Discretionary | 125 | 10.0 |
| Total | 2,575 | 566.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 566.5 | |
| Total | 2,575 | 566.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843715] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 30 |
| Serves | Institutional, Retail |
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|---|---|---|
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