LATERAL INVESTMENT MANAGEMENT, LLC
CRD #159649 SEC #801-112357 SAN MATEO, CA 650-396-2200
SEC Registered Private Funds
Total AUM
$847.7M
Discretionary
$719.2M
Employees
21
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $847.7M | $719.2M | $128.4M | 21 | 0 |
| Oct 2024 | $766M | $634.1M | $131.9M | 20 | 0 |
| Mar 2024 | $782.2M | $650.3M | $131.9M | 20 | 0 |
| Jan 2024 | $628.9M | $614.2M | $14.7M | 19 | 0 |
| Apr 2023 | $628.9M | $614.2M | $14.7M | 19 | 0 |
| Mar 2023 | $628.9M | $614.2M | $14.7M | 19 | 0 |
| Mar 2022 | $573.8M | $564.8M | $9M | 13 | 0 |
| Mar 2021 | $497.8M | $482M | $15.7M | 12 | 0 |
| Mar 2020 | $443.2M | $427.8M | $15.4M | 15 | 0 |
| Jun 2019 | $385.2M | $367M | $18.2M | 12 | 0 |
| Mar 2019 | $345.1M | $313.1M | $32M | 12 | 0 |
| Mar 2018 | $190.4M | $164.5M | $25.9M | 9 | 13 |
| Dec 2017 | $190.4M | $164.5M | $25.9M | 9 | 13 |
DateMar 2025
Total AUM$847.7M
Discretionary$719.2M
Non-Disc.$128.4M
Employees21
Clients0
DateOct 2024
Total AUM$766M
Discretionary$634.1M
Non-Disc.$131.9M
Employees20
Clients0
DateMar 2024
Total AUM$782.2M
Discretionary$650.3M
Non-Disc.$131.9M
Employees20
Clients0
DateJan 2024
Total AUM$628.9M
Discretionary$614.2M
Non-Disc.$14.7M
Employees19
Clients0
DateApr 2023
Total AUM$628.9M
Discretionary$614.2M
Non-Disc.$14.7M
Employees19
Clients0
DateMar 2023
Total AUM$628.9M
Discretionary$614.2M
Non-Disc.$14.7M
Employees19
Clients0
DateMar 2022
Total AUM$573.8M
Discretionary$564.8M
Non-Disc.$9M
Employees13
Clients0
DateMar 2021
Total AUM$497.8M
Discretionary$482M
Non-Disc.$15.7M
Employees12
Clients0
DateMar 2020
Total AUM$443.2M
Discretionary$427.8M
Non-Disc.$15.4M
Employees15
Clients0
DateJun 2019
Total AUM$385.2M
Discretionary$367M
Non-Disc.$18.2M
Employees12
Clients0
DateMar 2019
Total AUM$345.1M
Discretionary$313.1M
Non-Disc.$32M
Employees12
Clients0
DateMar 2018
Total AUM$190.4M
Discretionary$164.5M
Non-Disc.$25.9M
Employees9
Clients13
DateDec 2017
Total AUM$190.4M
Discretionary$164.5M
Non-Disc.$25.9M
Employees9
Clients13