BIRMINGHAM, ALCRD 338445Latest ADV February 19, 2026
Park Lane Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated February 19, 2026, reports $624M in regulatory assets under management, 4 employees, and 5 accounts.
Assets Under Management
$624M
Employees
4
Offices
--
Total Clients
5
Primary office
BIRMINGHAM, AL
2025 3RD AVENUE NORTH, SUITE 300, BIRMINGHAM, AL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 100.0% of total clients.
Top client categories% of clientsClients
1
Corporations
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$624Mas of February 19, 2026
Discretionary100.0%
$624M
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$624M
Total Accounts5
10Y AUM Change+$70M (+12.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.