Lateral Capital Advisors LLC

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Assets, Funds, Holdings

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Lateral Capital Advisors LLC
CRD #299370
SEC #802-121449
CIK #
AUM
Employees
Phone651-303-3700
Address1330 Main Street, Second Floor
Sarasota, FL 34236
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold ($M) AUM ($M)
VC Lateral Capital VI LP [2022-03-30] 8.0 6.3
VC Lateral Capital IV LP [2021-05-10] 0.5 5.7
VC Lateral Capital V LP [2021-05-10] 7.0 7.1
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
John Lilly 13
Timothy Kost 4
Lateral Capital Advisors LLC 3
Lateral Capital IV General Partner LLC 1
Lateral Capital V General Partner LLC 1
Lateral Capital VI General Partner LLC 1
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