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Latitude Advisors, LLC

● SEC registered since 2009CRD 151001SEC# 801-70420
Export (members)
Reg. AUM
$566.5M
Employees
66
Accounts
2,575
Location

Latitude Advisors, LLC assets under management

Latitude Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2009. It reports $566.5 million in regulatory assets under management and employs 66 people.

Latitude Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jeffrey Steven Lasky ControlVice PresidentUnder 5%2009
John Stephen Bivens ControlPresident/Chief Compliance OfficerUnder 5%2010
Latitude Financial, LLC ControlManaging MemberOver 75%2009
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Frequently asked questions

How much does Latitude Advisors, LLC manage?

Latitude Advisors, LLC reports $566.5 million in regulatory assets under management on its Form ADV.

How many employees does Latitude Advisors, LLC have?

Latitude Advisors, LLC reports 66 employees.

Does Latitude Advisors, LLC disclose fund performance?

Latitude Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone630-553-3730
Fax630-708-1952
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$566.5M▲ 49%
Mar '25 — $379.5MApr '25 — $379.5MMay '25 — $379.5MJun '25 — $379.5MJul '25 — $379.5MAug '25 — $379.5MSep '25 — $379.5MOct '25 — $379.5MNov '25 — $379.5MDec '25 — $379.5MJan '26 — $379.5MFeb '26 — $379.5MMar '26 — $566.5MApr '26 — $566.5MMay '26 — $566.5MJun '26 — $566.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$566.5Mregulatory AUM
Discretionary $556.5MNon-discretionary $10M