Lateral Investment Management LLC
Legal Name: LATERAL INVESTMENT MANAGEMENT, LLC
Full Contact Details
Lateral Investment Management LLC
400 SOUTH EL CAMINO REAL, SUITE 1100, SAN MATEO, CA
650-396-2200
Other Info
Lateral Investment Management LLC is a Delaware-based Limited Liability Company with seven employees serving in advisory positions. Although the number of clients the firm caters to remains unreported, its latest SEC registration status, approved on January 23, 2018, confirms its legal validity. Overall, Lateral Investment Management LLC strives to offer exceptional financial solutions to meet the unique needs of its clients.
Lateral Investment Management | Supporting Growth Opportunity
Lateral invests in owner-operated companies at critical moments, when the right mix of flexible capital & strategic support can drive transformational growth
Direct Owners
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ANTHONY ARAGON LUBIANO
CHIEF FINANCIAL OFFICER owns less than 5%
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DHAMITHA RICHARD DE SILVA
MANAGING MEMBER owns more than 50% but less than 75%
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KENNETH MITCHELL MASTERS
MANAGING MEMBER owns more than 25% but less than 50%
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NICHOLAS FREDERICK
CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL owns less than 5%
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PATRICK JAMES FEENEY
MANAGING DIRECTOR owns less than 5%
Custodians
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FIRST REPUBLIC BANK
United States -
NEVADA AGENCY AND TRANSFER COMPANY
United States -
U.S. BANK GLOBAL CORPORATE TRUST SERVICES
United States
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