Lateef Investment Management LP

Lateef Investment Management LP, a California-based limited partnership, provides advisory services to a diverse client base of 360 individuals. The firm, which was founded in 1974 and currently employs nine individuals, is registered with the SEC and has an approved status. Four employees hold advisory roles within the company.

• ERIC ARTHUR WINTERHALTER

  COO/CFO/CCO AND MANAGING PARTNER owns less than 5%

• KOUJI YAMADA

  CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY owns less than 5%

• LATEEF GENERAL PARTNER, LLC

  GENERAL PARTNER owns less than 5%

• LATEEF MANAGEMENT, LLC

  LIMITED PARTNER owns more than 50% but less than 75%

• LATEEF MGL, LLC

  LIMITED PARTNER owns more than 25% but less than 50%

• QUOC KINH TRAN

  CHIEF INVESTMENT OFFICER AND MANAGING PARTNER owns less than 5%

• ERIC ARTHUR WINTERHALTER

  MANAGING PARTNER owns more than 25% but less than 50%

• KOUJI YAMADA

  PARTNER owns more than 25% but less than 50%

• MCCARTHY GROUP, LLC

  PARTNER LIMITED LIABILITY owns 75% or more

• MG FINANCIAL, LLC

  PARTNER LIMITED LIABILITY owns 75% or more

• QUOC KINH TRAN

  MANAGING PARTNER owns more than 50% but less than 75%

• BHA SELECT NETWORK, LLC
  United States

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