Latash Investments, LLC

Latash Investments, LLC is a SEC-registered investment adviser based in Alaska, established in 2002. The firm offers investment advisory services on both discretionary and non-discretionary bases, tailoring services to individual client needs. Clients' investment objectives, risk tolerance, and liquidity needs are considered during the portfolio creation process. Latash may recommend various securities, including alternative investments like hedge funds, based on client suitability. The firm's assets under management totaled approximately $1.55 billion as of 12.31.2024. Fees for investment advisory services are negotiable, with an annual fee ranging from 0.50% to 1.00% based on assets under management. Latash does not charge performance-based fees and serves high net worth individuals, charitable organizations, and institutional clients. The firm employs various investment strategies, including long-term purchases, short-term purchases, trading, short sales, and option writing. Latash does not engage in brokerage for client referrals and provides custody services, including check writing ability. Clients may grant discretionary authority to Latash for asset management, allowing the firm to make trades without prior client approval. The firm has no material disciplinary events to disclose and has not been subject to bankruptcy petitions.