Advisor at Latticework Investments, LLC
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Firm
Latticework Investments, LLC
Location
Lafayette, LA 70508
Credentials
Series 63, Series 65
Industry experience
12 years
Amol Desai is the sole advisor at Latticework Investments, LLC in Lafayette, LA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been associated with Mesirow Financial, Inc. since 2010. Latticework Investments manages a single private pooled investment vehicle for accredited investors, employing a process-driven, multi-dimensional investment approach that incorporates fundamental analysis, quantitative methods, and technical tools to identify undervalued opportunities and special situations. The firm’s strategy includes both long and selective short positions across various instruments and features performance-based allocations limited to qualified investors.
Based on Latticework Investments, LLC
1.00% per annum management fee, paid quarterly in advance (0.25% per quarter)
15% performance allocation on net profits annually with a high water mark
Account minimum: $100,000 minimum initial capital contribution
220 Princeton Woods Loop
Lafayette, LA 70508
Louisiana
Mesirow Financial, Inc.
2010 - Present (16 years)
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Other specialized services
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