Investment adviser · CRD 299370

LATERAL CAPITAL ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SARASOTA, FL, United States · Form ADV filed Mar 29, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LATERAL CAPITAL V, L.P.Venture Capital Fund · Last reported Mar 29, 2024$7.14MGross asset value

Form D fundraising filings

Lateral Capital V, LP

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-5068994394
Reported beneficial owners
35
Minimum commitment
$50K
Form D file number
021-335822

Form ADV 1858066 · Mar 29, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LATERAL CAPITAL VI, LPVenture Capital Fund · Last reported Mar 29, 2024$6.35MGross asset value

Form D fundraising filings

Lateral Capital VI, LP

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-8939870599
Reported beneficial owners
43
Minimum commitment
$50K
Form D file number
021-388045

Form ADV 1858066 · Mar 29, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LATERAL CAPITAL IV, L.P.Venture Capital Fund · Last reported Mar 29, 2024$5.69MGross asset value

Form D fundraising filings

Lateral Capital IV, L.P.

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-2065832007
Reported beneficial owners
15
Minimum commitment
$125K
Form D file number
021-278880

Form ADV 1858066 · Mar 29, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 29, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1330 MAIN STREET, SECOND FLOOR
SARASOTA, FL, 34236, United States

CRD 299370

Filing source

Form ADV 1858066 · Mar 29, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.