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Lateral Investment Management
Lateral Investment Management is an SEC-registered investment adviser in BURLINGAME, CA, registered since 2018.
Lateral Investment Management
Lateral Investment Management is an SEC-registered investment adviser in BURLINGAME, CA, registered since 2018. The firm manages $1.0 billion in assets, with $847 million on a discretionary basis. It has 24 employees and 13 investment advisers.
General information
Firm type
Generalist
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Mateo
Corporate office
San Mateo, CA, United States
Sector focus
Frequently asked questions
What types of transactions does Lateral Investment Management pursue?
Lateral targets established, founder-led businesses at critical moments. The firm structures buyouts, growth investments, management buy-ins and buyouts, recapitalizations, divestitures, spin-offs, and public-to-private transactions. Its mandate centers on deal complexity rather than sector or stage exclusivity.
Does Lateral manage a fund, or does it invest from a permanent capital base?
Lateral has not publicly disclosed its fund structure or whether it operates with permanent capital. The firm describes itself as a private equity partner but does not publish fund names, vintages, or capital-raising notices on its website.
Which sectors does Lateral Investment Management target?
The firm’s public materials do not list sector restrictions. Lateral describes a generalist approach, targeting founder-led companies across industries where complex transaction needs outweigh sector specialization. No confirmed sector exclusions have been publicly stated.
Who founded Lateral Investment Management, and who runs the firm today?
Lateral has not publicly disclosed its founding principals, CEO, or CIO on its website or in other verifiable primary sources. The firm does not list biographical details, investment committee members, or senior management on its public-facing materials.
How does Lateral source its deals?
Lateral does not describe its sourcing model publicly. Given its emphasis on divestitures, succession-driven transitions, and restructuring, deal flow likely originates from corporate parents, founders planning liquidity events, and lenders managing stressed assets — though this is inferred from its stated strategy rather than confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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