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LATERAL INVESTMENT MANAGEMENT, LLC

Tel: 650-396-2200
400 South El Camino Real
Suite 1100
San Mateo, California  94402

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LATERAL INVESTMENT MANAGEMENT, LLC

LATERAL INVESTMENT MANAGEMENT, LLC is a San Mateo, California based financial advisory firm with nearly $766,002,007 in assets under management and provides investment advisory services for 19 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based, Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITA

Firm CRD#:

159649

SEC#:

801-112357

No. of Clients:

19

Assets under Management

$766,002,007

No. of Advisors:

20

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