AUMdb

Lateral Capital Advisors, Llc

State-registered Investment Adviser CRD 299370 · SEC file 802-121449 · Sarasota, FL · lateralcapital.com
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $19.2M combined gross assets

FundTypeDomicileGross assetsOwners
Lateral Capital V, L.P. Venture Capital Fund Delaware $7.1M 35
Lateral Capital Vi, Lp Venture Capital Fund Delaware $6.4M 43
Lateral Capital Iv, L.P. Venture Capital Fund Delaware $5.7M 15

Private funds (3, $19.2M gross assets)

FundTypeGross assetsMin. investmentOwners
Lateral Capital V, L.P. Venture Capital Fund $7.1M $50.0K 35
Lateral Capital Vi, Lp Venture Capital Fund $6.4M $50.0K 43
Lateral Capital Iv, L.P. Venture Capital Fund $5.7M $125K 15

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/23/2026 906 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.

View current Form ADV (SEC/IAPD) ↗