LATERAL CAPITAL GROUP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SARASOTA, Florida
CRD number
331570

Firm profile

FINTRX

Overview

Lateral Capital Group, LLC operates primarily as a sponsor and general partner for pooled investment vehicles. Its visible activity centers on a single venture capital vehicle, indicating a focus on private equity stakes in early-stage companies rather than discretionary retail wealth management. The firm serves in executive roles for the funds it sponsors, which implies responsibility for deal sourcing, selection, governance and portfolio company oversight. Public client-facing advisory activity is minimal or not reported, and the firm is not identified as an active ESG investor or a multi-state registered adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN LILLY

    CEOCRD 4829384

Contacts

1 of 1
  • Timothy Kost

    Managing DirectorCRD 7095117

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
1500 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth