The LANE GENERATIONAL is a privately held investment adviser that advises $139.28mn in regulatory assets under management held in 1 SEC fund types across 0 investment strategies. LANE GENERATIONAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 5.14% over the last 5-years.
The Group has been registered with the SEC for 5.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 50% over the last 5-years.
Their $139.28mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $111.37mn or 79.96% of Total Assets and Corporations or Other Businesses own $23.01mn or 16.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
LANE GENERATIONAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.