Allen Latta is a CFA-designated registered investment advisor at Campton Private Equity Advisors, based in San Francisco, CA, with 14 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 3 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
601 Montgomery Street, Suite 1210, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allen works as an independent contractor attorney for Futterman Dupree Dodd Croley Maier LLP and as a Managing Director for Campton Private Equity Advisors, dedicating about 10-60% of his time to each. He also acts as a Senior Consultant for TFG Capital Partners, LLC, spending about 10% of his time there.
Employment History
Current Registrations
Campton Private Equity Advisors
Previous Registrations
Lightpath Capital, INCBroker
Discern Securities, INC.Broker
Bear, Stearns & CO. INC.Broker
Cibc World Markets CORP.Broker
State Registrations1 state
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