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⚲
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| Lattice Strategies LLC
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| |
|---|---|
| CRD # | 130373 |
| SEC # | 801-63451 |
| CIK # | 0001540945, 0001605803 |
| AUM | $1.8 B (2025-03-24) |
| Employees | 387 (9% Investors, 62% Brokers) |
| Phone | 610-386-1801 |
| Address | 690 Lee Road Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 1.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1.8 |
| By Discretionary | ||
| Discretionary | 9 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 9 | 1.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540945] | |
| 13F-NT | [0001540945] | |
| 8-K | [0001605803] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Hartford Funds Management Company LLC
✚
|
PA | 137.8 |
|
Lattice Strategies LLC
✚
|
PA | 1.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crescent Cap Advisors LLC
✚
|
CA | 1.9 |
|
Motley Fool Asset Management LLC
✚
|
VA | 1.8 |
|
Freedom Funds Management Co
✚
|
CO | 1.8 |
|
Swift Creek Real Estate Partners LLC
✚
|
TX | 1.8 |
|
Impactassets Capital Partners PB LLC
✚
|
MD | 1.8 |
|
I80 Group LP
✚
|
NY | 1.8 |
|
TCG Crossover Management LLC
✚
|
CA | 1.8 |
|
Regent Properties LLC
✚
|
CA | 1.8 |
|
Churchill PCIF Advisor LLC
✚
|
NY | 1.8 |
|
UBS Trust Company of Puerto Rico
✚
|
PR | 1.8 |