LATERAL CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 299370
Firm profile
FINTRXOverview
Lateral Capital Advisors, LLC is an individually owned limited liability company that operates as sponsor and general partner for pooled investment vehicles. The firm’s record shows it is not positioned as a multi-state advisory platform, it does not identify as an active ESG investor, and it does not report traditional advisory client relationships. Its primary business activity is managing private investment pools rather than providing broad retail or institutional advisory services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN LILLY
CEOCRD 4829384
Contacts
1 of 1Timothy Kost
Managing DirectorCRD 7095117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 1330 Main St
- Time zone
- ET (UTC-5)
- Office locations
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