CRD 124999Registration Status: ApprovedEffective since June 8, 2026Latest ADV June 1, 2026
Private Lane Capital, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated June 1, 2026, reports $144M in regulatory assets under management, 1 employee, and 12 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.5% of total clients.
Top client categories% of clientsClients
1
Individuals
45.5%
5
2
HNWI
45.5%
5
3
Pension Plans
9.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of June 1, 2026
Discretionary100.0%
$144M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$144M
Total Accounts12
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee11:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.