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P•••••• P••• I••••• F•••• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)master fund

P•••••• P••• I••••• F•••• L•

advised by LATERAL INVESTMENT MANAGEMENT, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:2891bd99-5b6b-de8d-b21d-380306f43e33

Data as of Oct 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2023 to Oct 18, 2024
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: LATERAL INVESTMENT MANAGEMENT, LLCCRD 159649
Fund type: PRIVATE CREDIT
Latest reported GAV: $7.3Mgross asset value on Schedule D 7.B(1), as of 2024-10-18; never fund size
Peak reported GAV: $19.9M
Beneficial owners: 98
Minimum investment: $50,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Oct 18, 2024	$7.3M	98

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CRESCENT SECURITIES GROUP, INC.	CRESCENT SECURITIES GROUP, INC.	Plano	Texas	United States	no	8-53457
FIRST REPUBLIC BANK	FIRST REPUBLIC BANK	MENLO PARK	California	United States	no	n/a

Relationships

Advises (1)

← LATERAL INVESTMENT MANAGEMENT, LLCRegistered adviserOther Private Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2891bd99-5b6b-de8d-b21d-380306f43e33
First observed: Mar 31, 2023
Last observed: Oct 18, 2024 23 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.