LOST MONEY IN GWG L BONDS? CLICK HERE TO LEARN MORE

Dynamic Absolute Return Fund (Dynamic Alpha Fund): Investor Loss Investigation

If you have lost money in the stock market due to fraud, misrepresentation, negligence, or for other reasons, we can help you. We have successfully recovered over $250 million in FINRA securities arbitrations.*

Need Legal Help? Contact Us. Call +1 (888) 997-9956
Updated on: July 9, 2025

National investment loss lawyers KlaymanToskes is investigating losses sustained by investors in the Dynamic Absolute Return Fund (DARF), formerly known as the Dynamic Alpha Fund, a hedge fund managed by Lattice Capital Management LLC, following its significant decline in value. The fund suffered catastrophic losses in 2025, raising concerns of negligence, misrepresentation, and unsuitable investment recommendations by financial advisors and their firms.

KlaymanToskes’ investigation also focuses on Elite Wealth Management and former broker Fariba Ronnasi (CRD# 4135998), who allegedly recommended investments in the Dynamic Absolute Return Fund (DARF) and other Lattice-managed funds.

If you invested in the Dynamic Absolute Return Fund (DARF) or other investments managed by Lattice Capital Management and/or Elite Wealth Management, contact securities attorney Steven D. Toskes at (888) 997-9956 or by email investigations@klaymantoskes.com for a free and confidential consultation to discuss potential recovery options. We do not collect attorney’s fees unless we obtain a financial recovery for you.

What is the Dynamic Absolute Return Fund (formerly Dynamic Alpha)?

The Dynamic Absolute Return Fund (DARF), formerly known as the Dynamic Alpha Fund, is a hedge fund structured as a Delaware limited partnership and managed by Lattice Capital Management LLC, based in Kirkland, Washington. According to filings with the U.S. Securities and Exchange Commission (SEC), the Fund filed a Form D in 2014 seeking to raise $500,000,000 from investors.

In August 2024, Lattice Capital Management informed investors that the fund experienced a monthly loss of -40.7% and a year-to-date loss of -36.2%. The firm attributed these losses to extreme market volatility, citing the unwinding of the Japanese Yen/USD carry trade, an unexpected spike in the VIX index, and a worse-than-anticipated jobs report that triggered the Sahm rule, signaling a potential U.S. recession. In response to the volatility, the fund liquidated its positions and moved to cash and U.S. Treasuries on August 6, 2024, in an effort to preserve remaining capital.

Lattice Capital Management’s Rebranding of the Dynamic Absolute Fund

Lattice Capital Management issued a letter to investors outlining a plan to rebrand and restructure the fund. The firm stated that the original strategy had become untenable due to extreme volatility and illiquidity in the options markets. In response, Lattice proposed a strategic pivot away from the original Dynamic Alpha structure toward a new framework that aimed to reduce risk while still seeking positive returns in volatile conditions.

The rebranded fund, now called the Dynamic Absolute Return Fund, would shift to an enhanced options-based strategy designed to capitalize on volatility spikes while lowering the targeted daily cash flow rate. This marked a significant departure from the fund’s original approach, which had left investors exposed to rapid and severe drawdowns.

To address the transition, Lattice reportedly offered investors four options:

  1. Convert into the newly structured Dynamic Absolute Return Fund, which would adopt a revised options-based strategy targeting 8–12% annual absolute returns
  2. Redeem their investment in full
  3. Reallocate to the firm’s Dynamic Opportunity Fund
  4. Open a separately managed account (SMA) with the firm’s affiliated registered investment advisor (RIA)

The rebranding has raised serious concerns among investors regarding whether the original fund’s risks, structure, and liquidity constraints were adequately disclosed from the outset, and whether sufficient notice and transparency were provided during the fund’s transformation. These concerns are further amplified by the fact that the fund is not registered under the Investment Company Act of 1940, reducing the level of regulatory oversight and investor protections typically required for such offerings.

Broker Misconduct: Elite Wealth Management & Fariba Ronnasi

KlaymanToskes’ investigation also includes Elite Wealth Management and former advisor Fariba Ronnasi (CRD# 4135998). Ronnasi was the subject of a $1.1 million FINRA arbitration award involving negligent private fund recommendations, breach of fiduciary duty, and violations of other securities laws.

KlaymanToskes is investigating on behalf of investors who suffered losses to determine whether Elite Wealth Management may have recommended the Dynamic Absolute Return Fund (DARF) to investors without disclosing its history as Dynamic Alpha, or whether financial advisors misrepresented the fund’s strategy or failed to perform proper due diligence before making recommendations to investors.

If you were a client of Elite Wealth Management or financial advisor Fariba Ronnasi, and suffered losses in the Dynamic Absolute Return Fund (DARF), or other Lattice Capital-managed funds, contact securities attorney Steven D. Toskes at (888) 997-9956 or by email investigations@klaymantoskes.com for a free and confidential consultation to discuss potential recovery options.

Investment Losses in the Dynamic Absolute Return Fund (DARF)? Contact KlaymanToskes

Investment Losses in the Dynamic Absolute Return Fund (DARF)? Contact KlaymanToskes

Contact KlaymanToskes

Signs Investors Should Look Out For About Their Advisory Accounts

As an investor, there are signs that you should look out for if you believe you have a claim against your broker/advisor for unsuitable investment recommendations in the Dynamic Absolute Return Fund (DARF). These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encouraged to contact our firm immediately if you have experienced any of the following: 

  • You have substantial losses in your investment accounts
  • You received a call, email, or other communication from your broker’s supervisor or manager regarding your portfolio
  • Your broker misrepresented investment opportunities, or failed to disclose details about investments 
  • You notice unauthorized transactions in your investment accounts
  • Your broker/advisor is not returning your calls or emails
  • You filed a complaint with your brokerage firm that has not been resolved
  • You see a mistake on your statement, or receive a fraudulent statement

Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.

Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.

If you suffered investment losses as a result of a recommendation to purchase Dynamic Absolute Return Fund (DARF), and/or any other investments by your broker/financial advisor, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.