# Lateral Investment Management

Lateral Investment Management is an Asset Manager based in San Mateo, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Mateo, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** lateralim.com

## Regulatory record

- **CRD number:** 159649
- **SEC file number:** 801-112357
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159649

## About

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.

## Sectors

- Enterprise Software
- Industrial Tech
- Healthcare Services
- FinTech
- Business Services

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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