LATERAL INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,003,867,391
Discretionary
$846,860,264
Non-discretionary
$157,007,127
Firm details
- CRD number
- 159649
- SEC file number
- 801-112357
- Main office
- BURLINGAME, CA, United States
- Employees
- 24
- SEC status
- Approved
- Website
- HTTP://WWW.LATERALIM.COM
- Fee structure
-
Percentage of AUM Performance-based Other
As of October 2026.