Managers/Private credit/California/Lateral Investment Management

Lateral Investment Management

Lateral Investment Management is a private credit manager in Burlingame, CA. It is registered with the SEC as an investment adviser with $1B in regulatory assets and 24 staff. It has 5 funds on file.

Funds on file
5
Raised, all funds
$377.6M
Regulatory assets
$1B
Staff
24
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Lateral U.S. Credit Opportunities Fund AI, L.P. Private credit $6.2M Not given
Lateral U.S. Credit Opportunities Fund, L.P. Private credit $9.5M Not given
Lateral U.S. Credit Opportunities Fund QP, L.P. Private credit $140.3M Not given
Aug 2023 Niagara Credit Income Fund AI, LP Private credit $49.9M Not given
Aug 2023 Niagara Credit Income Fund QP, LP Private credit $171.6M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1B
Employees24
Clients23 private funds.
Control personsDhamitha, Richard De Silva, Nicholas Frederick, Margaret, Elisa Hardardottir, Marie, Claire Hickey, David, Shun-hua Lin.
Private funds14 private funds holding $766M in gross assets.

Private funds it reports

FundTypeGross assets
Lateral U.S. Credit Opportunities Fund QP Other $317.6M
Niagara Credit Income Fund QP Other $207.1M
Niagara Credit Income Fund AI Other $87.5M
LMG Partners Other $79.1M
PMG Legal Other $30.5M
Lateral FC SPV Feeder Other $13.6M
Lateral U.S. Credit Opportunities Fund AI Other $12.8M
Panther Plus Income Fund Other $7.3M
Lateral BVM Feeder Other $6.9M
Lateral Concord Feeder Other $1.7M
Niagara Plus Income Fund Other $1.5M
Panther Plus Growth Fund II Other $232K
Lateral Umf Feeder Other $476
LMG Feeder Other $0