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Building 2LATERAL INVESTMENT MANAGEMENT, LLC

Map pinBURLINGAME, CA
Phone650-396-2200
NotebookSEC #801-112357
Total AUM
$1B
Employees
24
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 CALIFORNIA DRIVE
SUITE 301
BURLINGAME
CA 94010
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
650-396-2200

ReceiptFinancials

Total AUM
$1B
Accounts
23
Discretionary
$846.9M
Accounts
14
Non-Discretionary
$157M
Accounts
9

ContactClients

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Pooled Vehicle Clients
23
AUM
$1B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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