LATERAL INVESTMENT MANAGEMENT, LLC

Overview

Lateral Investment Management, LLC is an SEC-registered adviser formed in 2018 that manages pooled investment vehicles for institutional investors. The firm is organized as a limited liability company and is classified as a private equity fund manager. Lateral fills sponsor and general partner roles on pooled vehicles, overseeing portfolio construction and manager selection rather than acting as a broad capital allocator. Its advisory activity is focused on portfolio management for pooled investment vehicles, and the firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager due diligence and portfolio monitoring. Fee arrangements include a percentage-of-assets model plus performance-based fees and other fee components typical for closed-end and specialized pooled structures. Lateral’s product slate is concentrated in private funds: it advises 18 pooled vehicles with an average fund size of $56.0M. The firm’s fund lineup is heavily weighted to an uncategorized “Other” grouping and private equity strategies, and Lateral operates with institutional clients in mind rather than retail households.

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