The LANE BROTHERS is a privately held investment adviser that advises $240.1mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LANE BROTHERS 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 increased by 1,002.9% over the last 5-years.
The Group has been registered with the SEC for 1.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1560 PLAZA WEST DRIVE, PRESCOTT, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $240.1mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 8 other accounts. Assets of High Net Worth Individuals clients own $120.41mn or 50.15% of Total Assets and Individuals own $101.34mn or 42.21% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $385.57K in assets.
The Group discloses fixed fees and management fees.
LANE BROTHERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.