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LATERAL INVESTMENT MANAGEMENT, LLC
CRD 159649File 801-112357
APPROVED
Custody
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$846.9M
Non-discretionary $157.0M
Clients
23
23 accounts
Employees
24
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 23, 2018
- Principal office
- 250 CALIFORNIA DRIVE, SUITE 301, BURLINGAME, CA, 94010
- Phone
- 650-396-2200
- Website
- HTTP://WWW.LATERALIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $846.9M
- Non-discretionary AUM
- $157.0M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 9
- Total accounts
- 23
- AUM per client
- $43.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $1.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.