Lateral Investment Management, LLC

Overview

Lateral Investment Management, LLC is an SEC-registered investment adviser organized as a limited liability company and operating as a private equity fund manager for institutional clients. The firm, registered in 2018, focuses on portfolio management for pooled investment vehicles and functions in sponsor/GP and managing-member roles rather than acting solely as a capital allocator. Its fee model includes percentage-of-AUM charges alongside performance-based fees and other fee arrangements. The firm identifies as an active ESG investor and targets private-market strategies through both internally advised vehicles and allocations to external managers. It is owned by an individual and does not present itself as a multi-state adviser, pension consultant, or related adviser in the public snapshot.

Assets & Accounts

Investments & Alternatives