Feng Zhou is a registered investment advisor at Latticework Capital, based in Sammamish, WA, with 11 years of industry experience. Feng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latticework Capital manages investments for a pooled investment vehicle, Latticework Investors, LP. The management fee is 1% annually, calculated monthly on the value of the investments. This fee is paid quarterly from the investors' accounts. In addition, Latticework Capital receives a performance allocation of 20% of returns above a 5.12% annual hurdle rate.
For separate accounts, Latticework Capital charges a performance fee of 25% of the returns above a 6% annual hurdle rate. The firm reserves the right to negotiate and change the fee ratio and hurdle rate in the future.
Location
Sammamish, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Latticework Capital
State Registrations1 state
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