Firm profile

LANX MANAGEMENT, LLC

WHITE PLAINS, NYCRD 138305Latest ADV March 31, 2026

Lanx Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 31, 2026, reports $188M in regulatory assets under management, 2 employees, 1 office, and 15 accounts.

Assets Under Management
$188M
Employees
2
Offices
1 office
Total Clients
15
Primary office
WHITE PLAINS, NY
75 SOUTH BROADWAY, SUITE 4-747, WHITE PLAINS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODana Maroney
CIOBrian D. Goldman

Advisory services offered

2 types reported
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentFAMILY OFFICE represent 66.7% of total clients.
Top client categories% of clientsClients
1
FAMILY OFFICE
66.7%
10
2
Pooled Investment Vehicles
33.3%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$188Mas of March 31, 2026
Discretionary94.4%
$177M
94% of total RAUM94.4%
Non-discretionary5.6%
$11M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$188M
Total Accounts15
10Y AUM Change$-219M (-53.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee8:1
10Y Employee Change-5 (-71.4%)

* 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.