Latticework Capital Management LLC
SEC RegisteredInvesting in Health, Empowering Growth
About the firm
Latticework is a growth-oriented private equity firm with over $650 million of assets under management, focused on control equity investments in lower-middle market healthcare companies that exhibit transformational characteristics.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Control equity investments, deal sourcing, strategic planning, value creation, executive recruiting, acquisition planning, and board governance.
Who they serve
Lower-middle market healthcare companies, including providers, pharmaceutical services, medical component and equipment manufacturers, and healthcare-related business service companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $705M |
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Latticework Capital Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched