Feng Zhou
Advisor at Latticework Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Feng Zhou is the sole advisor at Latticework Capital and holds a Series 65 designation with 11 years of industry experience. He has been with Latticework Capital since its founding in 2014. Latticework Capital provides discretionary investment management primarily through a pooled investment vehicle and a limited number of separately managed accounts for accredited and qualified investors. The firm employs a value-oriented, concentrated investment approach focused on fundamental analysis of publicly traded equities, including some international holdings, and utilizes various risk-management tools and leverage based on market opportunities.
Expertise
Based on Latticework Capital
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Fee options
1.0% annually (or 1/12 of one percent each calendar month) of Limited Partners' Net Portfolio Value
20% performance allocation on returns exceeding a 5.12% annual hurdle rate for the Partnership; 25% performance fee on returns exceeding a 6% annual hurdle rate for separate accounts
Account minimum: $100,000 minimum for the pooled investment vehicle (Latticework Investors, LP); $3,000,000 minimum for separate accounts
Location
Sammamish, WA
Most active in
Feng Z has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Latticework Capital, LLC
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Huihwan Y
Series 63, Series 65
Kirkland, WA
Waterhill Capital, LLC
Ronald C
CFA®
Kirkland, WA
Lakeside Financial Inc.
Dwayne R
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
Justin R
CFA®
Bellevue, WA
Rare Wolf Capital LLC
Janice B
Series 63, Series 65
Kirkland, WA
Concepts Financial Services, LLC
Kent M
Series 63, Series 65
Bellevue, WA
MacLachlan Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")