Lateral Investment Management provides investment advice to private pooled investment funds. Lateral identifies investment opportunities and advises on the acquisition, management, monitoring, and disposition of investments for each fund. The firm primarily invests in private company securities, providing growth capital to lower middle market companies through short-term senior secured debt with minority equity stakes.
Assets Under Management$850M
Clients21
AdvisorsN/A
Avg. per Client$40M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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