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LATERAL INVESTMENT MANAGEMENT, LLC

CRD 159649 · SEC 801-112357

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250 CALIFORNIA DRIVE, SUITE 301, BURLINGAME, CA, 94010, United States

Phone

650-396-2200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.00B

Discretionary AUM

$846.9M

Team

24 total employees; 13 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles23$1.00B

All web addresses on file

Official SEC filing: View on IAPD