Lateral Investment Management, LLC

Lateral Investment Management, LLC (CRD# 159649) is a financial advisory firm headquartered in San Mateo, CA. They manage $782,249,094 in 19 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
400 South El Camino Real, Suite 1100, San Mateo, CA 94402
https://twitter.com/lateralim
By the Numbers
  • Total Assets Under Management
    782
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $41,171,005
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Lateral Investment Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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