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Chief Compliance Officer · Lattis Management LP

Sofia Kelly Montoliu

CRD 8332389 · Named on Form ADV at one SEC-registered adviser

At a glance

Lattis Management LP, an SEC-registered private fund adviser based in New York, NY with $367 million in regulatory assets, lists Sofia Kelly Montoliu on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Lattis Management LPChief Compliance OfficerPrivate fund adviser · New York, NY · $367M in regulatory assets

AtlasMembers

Sofia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sofia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.