Lateral Investment Management

Asset Manager SEC-registered adviser

Legal name: Lateral Investment Management, LLC

Burlingame, CA Website X

AUM

$1.0B
Regulatory AUM

Private funds

18
Other 11 · Private Equity 7

Private fund assets

$1.0B
Gross asset value

Employees

24

Last Form D raise

Jun 2026
Most recent fund filing

From SEC Form ADV filing (filed Jun 26, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

Funds(18)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Panther Growth Fund II, LPPrivate Equity$213.6M$180.4M33Jun 2026Hot
Lmg Partners II, LPPrivate Equity$3.7M——May 2026Hot
Panther Plus Growth Fund II, LPPrivate Equity$7.6M$11.0M93May 2026Hot
Pg Fund II Sc LPPrivate Equity$20.1M$29.0M8Mar 2025Cool
Pmg Legal, LLCPrivate Equity$28.0M$850K3Sep 2023Cold
Niagara Plus Income Fund, LPOther$460K$4.8M47May 2022Cold
Panther Plus Income Fund, LPOther$15.3M——Apr 2022Cold
Lateral U.S. Credit Opportunities Fund Qp, L.P.Other$256.0M$140.3M50Jun 2019Cold
Lateral U.S. Credit Opportunities Fund AI, L.P.Other$8.9M$6.2M6Jun 2019Cold
Niagara Credit Income Fund Qp, LPOther$241.1M———
Lmg Partners, LPOther$89.1M———
Niagara Credit Income Fund AI, LPOther$88.2M———
Afc SPV, LP.Private Equity$19.7M———
Lateral Bvm Feeder, LLCOther$9.7M———
Lateral Fc SPV Feeder, LLCOther$6.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
159649
SEC file number
801-112357

Sources