Lane Generational is an investment advisor in Dover with $95.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
851548625
SEC advisor number
801-119363
FINRA CRD number
309619
AUM ?
$95.70 mm
(as of 30 Jun 23)
Accounts
104
(as of 30 Jun 23)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 9:00AM - 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lane, Frederick, Carpenter | Chief Executive Officer & Chief Investment Officer | 06/2020 | < 5% |
Lane Investment Holdings LLC | Owner | 12/2021 | > 75% |
Lane, Frederick, Carpenter | Owner | 12/2021 | > 75% |
Casella, Giselle | Chief Compliance Officer | 06/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22