AUTUMN LANE ADVISORS, LLC other names

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Adviser Profile

As of Date:

06/21/2024

Adviser Type:

- Large advisory firm

Number of Employees:

8

of those in investment advisory functions:

3 -40.00%

Registration:

SEC, Approved, 12/3/2014

AUM:

968,877,637 8.14%

of that, discretionary:

630,693,750 13.69%

Private Fund GAV:

328,650,799 7.48%

Avg Account Size:

1,957,329 75.43%

% High Net Worth:

79.03% 2.38%

SMA’s:

YES

Private Funds:

13

Contact Info

(71 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
555M 475M 396M 317M 238M 158M 79M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $151,948,077
Private Equity Fund 2 $54,361,788
Real Estate Fund 7 $103,429,342
Venture Capital Fund 2 $18,911,592

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Private Funds



Employees




Brochure Summary

Overview

Advisory Firm Description Autumn Lane Advisors, LLC (“ALA” or the “Firm”) began operations in November 2014. David E. Andrew, Steven D. Oldham and James S. Mooney are the owners of the Firm. Types of Advisory Services ALA provides personalized, holistic wealth management to individuals and families; provides investment consulting services; and serves as investment adviser to private investment funds. Wealth Management Services The Firm offers a family office approach to wealth management on a discretionary basis, in which the Firm has the authority to place trades without a client’s pre-approval. This service includes:
• Balance sheet review
• Cash flow and liquidity planning
• Asset allocation
• Portfolio construction and management using third party investment managers and private partnerships (when appropriate)
• Performance reporting of managed assets
• Third party adviser coordination
• Philanthropic planning
• Financial planning A client’s investable assets are allocated among external managers of separately managed accounts, exchange traded funds, mutual funds and private investment funds. Each client’s portfolio is based on the client’s individual financial circumstances. Clients are responsible for notifying ALA of any change in circumstance that could affect the recommended allocation of assets or investment strategies utilized. Consulting Services The Firm provides non-discretionary consulting services to ultra-high net worth clients. This service may include:
• Balance sheet review
• Cash flow and liquidity planning
• Asset allocation
• Investment manager identification, due diligence and fee negotiation
• Portfolio construction and management
• Consolidated reporting of all investable assets
• Third party adviser coordination

• Philanthropic planning
• Family governance
• Next generation education
• Family office accounting Private Investment Funds ALA provides investment management services on a discretionary basis to thirteen private investment funds: Autumn Lane Diversified Strategies, LP; Autumn Lane Alpha Opportunities, LP; AL Hilltop V, LP; AL ADEF III, LP; AL ADEF IV, LP; AL ILP II, LP; AL PLUS Capital I, LP; AL Red Dot IV, LP; AL EETF I, LP; AL CapRidge SanVoss, LP; AL Spicewood I, LP; AL PLUS Capital II, LP and AL CAP91 Partners, (the “Partnerships”). Investment supervisory services provided to the Partnerships include: (1) establishing the Partnerships’ investment objectives; (2) buying or selling portfolio securities on behalf of the Partnerships; (3) engaging other investment managers for investment services; and (4) periodically reporting to each of the Partnerships’ investors in accordance with the limited partnership agreement. This document is not a public offer for investment in the Partnerships. Please refer to the Partnerships’ offering documents for more detailed information. Tailored Advisory Services Wealth Management clients may impose restrictions on investments. There are no material limitations on the markets or instruments in which the Partnerships may invest or the strategies which the Firm employs. The Partnerships and the separate accounts have defined investment programs, disclosed in the Partnership documents and agreements with the individual clients and families that may impose investment restrictions. Client Assets Under Management As of December 31, 2023, the Firm had approximately $631 million in discretionary assets under management and approximately $338 million in non-discretionary assets for a total of approximately $969 million in assets under management.