Latitude20 Capital Partners LLC (New York)

Name: Latitude20 Capital Partners LLC
Address: 1345 Avenue Of The Americas, 33 Rd Floor, New York, NY, 10105
Telephone: 646 405 6322

Latitude20 Capital Partners LLC is a large advisory firm based in New York. It manages $350 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.

Latitude20 Capital Partners provides 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.

Latitude20 Capital Partners: assets under management

The assets under management (AUM) of Latitude20 Capital Partners LLC is $350 million. The company doesn't manage any assets belonging to foreign clients.

Latitude20 Capital Partners has custody of $136.85 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Latitude20 Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Latitude20 Capital Partners serves?

The only and largest group of clients of Latitude20 Capital Partners is pooled investment vehicles with 1 clients and $350 million of assets under management. Among the 9 most similar advisory firms, Latitude20 Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $350 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Latitude20 Capital Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $50,000,000 for each fund.

Careers at Latitude20 Capital Partners LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jason Charles Bross	Managing member / cco	1 Dec 2014	25% - 50%	2940774
Eimaad Aman Ahmed	Managing member	1 Dec 2014	25% - 50%	5266317
Juan Alberto Boschetti	Managing member	1 Dec 2014	25% - 50%	6053335
Raymond Arnaud Guillem	Managing member	1 Dec 2014	25% - 50%	6627805

Based in New York

The principal office where Latitude20 Capital Partners LLC performs its advisory services is located at 1345 Avenue Of The Americas, 33 Rd Floor, New York, NY 10105, 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 646 405 6322 or by fax 646 405 6322. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at lat20cap.com.