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AUTUMN LANE ADVISORS

Business and Investment Profile

The AUTUMN LANE ADVISORS is a privately held investment adviser that advises $1.2Bn in regulatory assets under management held in 5 SEC fund types across 4 investment strategies. AUTUMN LANE ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 89.67% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7500 SAN FELIPE SUITE 1030, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.

Asset Profile

Their $1.2Bn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $770.4mn or 64.26% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $420.48mn or 35.07% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, Multi Strat and Long/Short Equity, representing 42.32%, 34.63% and 15.88% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

AUTUMN LANE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: AUTUMN LANE ADVISORS

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Keywords: Autumn Lane Advisors, Autumn, Lane
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