{"url":"https://nivawealth.com/firms/lathrop-investment-management-334458","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334458","regulatoryAum":1009767986,"crd":"334458","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5424631","suffix":null,"lastName":"GATTIN","firstName":"RYAN","middleName":"MITCHELL"},{"crd":"4527207","suffix":null,"lastName":"HAVENS","firstName":"JAMES","middleName":"WESLEY"},{"crd":"1618692","suffix":null,"lastName":"LAGRONE","firstName":"ANDREW","middleName":"ARTHUR"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-02-04","regulatoryAum":937096914,"clients":234,"employees":6,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":1009767986,"clients":235,"employees":5,"offices":1}],"secFileNumber":"801-131853","legalName":"Lathrop Investment Management Company","displayName":"Lathrop Investment 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They include 150 high-net-worth individuals, 79 individual clients, and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lathrop Investment Management offer?","answer":"Lathrop Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lathrop Investment Management charge?","answer":"Lathrop Investment Management charges 0.50%–1.00% a year for its Asset-based advisory fee. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"LIMC LLC ADV PART 2, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lathrop Investment Management use?","answer":"Lathrop Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $932M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lathrop Investment Management have?","answer":"Lathrop Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lathrop Investment Management invest in?","answer":"At the end of its last fiscal year, Lathrop Investment Management’s separately managed accounts held 76% exchange-traded equities, 7% cash and equivalents, 6% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lathrop Investment Management?","answer":"Lathrop Investment Management is owned through a holding company by Eva Lathrop. Its direct owners are James Havens (25% to 50%) and GCL Holdings Inc (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lathrop Investment Management get paid?","answer":"Lathrop Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lathrop Investment Management registered with the SEC?","answer":"Yes, Lathrop Investment Management has been registered with the SEC as an investment adviser since 12 December 2024. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}