| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lateral U.S. Credit Opportunities Fund Qp, L.P. | Other Private | $273.6M | $1M |
| Niagara Credit Income Fund Qp, LP | Other Private | $239.4M | $250K |
| Lmg Partners, LP | Other Private | $84.1M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Shun-Hua Lin Control | Chief Financial Officer | Under 5% | 2019 |
| Dhamitha Richard De Silva Control | Managing Member | Over 75% | 2011 |
| Marie Claire Hickey Control | Managing Director Of Operations And Deputy Compliance Officer | 10-25% | 2015 |
Lateral Investment Management, LLC reports $847.7 million in regulatory assets under management on its Form ADV.
Lateral Investment Management, LLC manages 16 private funds with combined gross assets of $847.7 million.
Lateral Investment Management, LLC reports 21 employees.
Lateral Investment Management, LLC is based in San Mateo, CA and has been SEC-registered since 2018.
Lateral Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 South el Camino Real, Suite 1100, San Mateo, CA 94402 |
| Phone | 650-396-2200 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $719.2M |
| Non-discretionary | $128.4M |
| Total (RAUM) | $847.7M |