AUMdb

Latticework Capital Management Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 281690 · SEC file 801-121919 · Dallas, TX · WWW.LATTICEWORKCAPITAL.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$705M
Discretionary
$705M
Clients
6
Avg AUM / client
$118M
Accounts
6
Employees
12

AUM over time

$162M $705M
Jun 29, 2021 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 6 $705M 100.0%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $521M combined gross assets

FundTypeDomicileGross assetsOwners
Lcm Healthcare Fund I, Lp Private Equity Fund Delaware $246M 66
Lcm Healthcare Fund Ii Lp Private Equity Fund Delaware $177M 68
Lcm Avg Partners Ii Lp Private Equity Fund Delaware $68.7M 25
Lcm Healthcare Fund Ii Partners Lp Private Equity Fund Delaware $15.0M 1
Lcm Acrs Partners Lp Private Equity Fund Delaware $14.8M 6

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Golz, Christopher, Emil Chief Compliance Officer/Chief Financial Officer Nov 2021 (5y) Less than 5%
Bradford, Kyle, Stroud Managing Member Oct 2022 (4y) ≈ 37.5% – 75% via K Bradford Capital Management, Llc
Neumann, Steven, David Managing Member Oct 2022 (4y) ≈ 37.5% – 75% via Neumann Management Company

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
K Bradford Capital Management, Llc Managing Member Oct 2022 A 50% – 75%
Neumann Management Company Managing Member Oct 2022 A 50% – 75%

Estimated effective ownership (look-through of filed bands):

  • Bradford, Kyle, Stroud: 75% – 100% of K Bradford Capital Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
  • Neumann, Steven, David: 75% – 100% of Neumann Management Company × 50% – 75% direct ≈ 37.5% – 75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $521M gross assets)

FundTypeGross assetsMin. investmentOwners
Lcm Healthcare Fund I, Lp Private Equity Fund $246M $500K 66
Lcm Healthcare Fund Ii Lp Private Equity Fund $177M $1.0M 68
Lcm Avg Partners Ii Lp Private Equity Fund $68.7M $100K 25
Lcm Healthcare Fund Ii Partners Lp Private Equity Fund $15.0M $1.0M 1
Lcm Acrs Partners Lp Private Equity Fund $14.8M $1.0M 6

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 2.33 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees
  • Other fees
  • PORTFOLIO FEES

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗