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Allen Jay Latta

Campton Private Equity Advisors

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About Allen Jay Latta

Allen Jay Latta is a Managing Director at Campton Private Equity Advisors. Allen has over 20 years of experience in the financial services industry. Allen has worked as a Managing Director at Campton Private Equity Advisors since November 2006. Prior to that, Allen worked at LightPath Capital Inc, Discern Securities, Inc., Bear, Stearns & Co. Inc. and CIBC World Markets Corp. Allen has a Series 63, SIE, Series 79, and Series 7. Allen is also a Chartered Financial Analyst. Allen's practice focuses on providing private equity advisory services to high-net-worth individuals and family offices.

Firm Information

Allen Latta is currently registered with Campton Private Equity Advisors. Campton Private Equity Advisors is a firm that provides private equity advisory services. They offer educational seminars and publications, and they also select other advisors for their clients. Campton Private Equity Advisors primarily serves family offices and high net worth individuals, with three clients and $0 in assets under management. They have a presence on LinkedIn, Facebook, Twitter, and YouTube.

Not reported

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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private equity advisory services

Private equity advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

%age of client pe program target size, fair value or cost

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Allen Latta’s Registration & Firm History

CA

05/03/2017 - Present

Campton Private Equity Advisors (SAN FRANCISCO CA)

TX

09/10/2018 - 12/31/2021

LIGHTPATH CAPITAL, INC (SOUTHLAKE TX)

CA

01/17/2014 - 08/11/2016

DISCERN SECURITIES, INC. (SAN MATEO CA)

NY

02/25/2000 - 11/08/2001

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

12/16/1998 - 02/11/2000

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/06/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Jay Latta.
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