other names
  • CHARLES LANE CAPITAL, LLC

Adviser Profile

As of Date 03/22/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info (64 xxxxxxx
Websites
AUM* 33,533,969 -26%
of that, discretionary 33,533,969 -26%
Private Fund GAV* 0
Avg Account Size 16,766,985 -26%
% High Net Worth 50.00% 100%
SMA’s No
Private Funds 0 1

Adviser Type

- Mid-sized advisory firm

Number of Employees 2

of those in investment advisory functions 2

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

46M 39M 33M 26M 20M 13M 7M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary