Falists
← Back to search

LATASH INVESTMENTS, LLC

CRD 128012 · SEC 801-62261

301 W. NORTHERN LIGHTS BLVD.,, SUITE 412, ANCHORAGE, AK, 99503, United States

Phone

907-868-7580

Fax

907-868-7582

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.74B

Discretionary AUM

$1.31B

Team

8 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPROVIDE FINANCIAL REPORTING AND OPERATIONAL SERVICES FOR SOME CLIENTS

Client types

TypeClientsAUM
High net worth individuals3$279.5M
Banking/thrift institutions2$430.0M
Charitable organizations2$1.03B

States served

AK

Official SEC filing: View on IAPD