The LATERAL INVESTMENT MANAGEMENT is a privately held investment adviser that advises $1.01Bn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. LATERAL INVESTMENT MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 83.97% over the last 5-years.
The Group has been registered with the SEC for 8.52 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 250 CALIFORNIA DRIVE SUITE 301, BURLINGAME, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 13 investment and 11 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $1.01Bn in assets advised are owned by 28 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.01Bn or 100% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Traditional LBO, representing 62.22% and 37.78% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 5 private funds with $118.91mn in assets.
The Group discloses management fees and performance-based fees.
LATERAL INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.