D
$37.1M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
6 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2019
- Office Locations
- 1
Office Locations
-- Lincolnshire IL
About Dukes Lane Investments LLC
Dukes Lane Investments is an independent, founder-led RIA providing customized investment advice and portfolio management for a select group of high-net-worth families and individuals. Led by Robert Mitchell (30+ years spanning pension research, Northern Trust index/active strategies, and BNY Mellon wealth management), the firm builds goal- and risk-based allocations using ETFs, public funds, and municipal bonds.
Team overview
64 AVG AGE
$37.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Value Insight fusion Ember
Client Personas
Catalyst beacon
Custodian
North insight Glacier
Investment Themes
Unison Crest ember
Investment Vehicles
Crest eagle
Services
Pathway Optima beacon Alpha Alpha
Owner & Executives
R
ROBERT GLENN MITCHELL
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1708172
- Ownership
- 75% or more
(964) 338-7524
bridge.meridian@frontiercapital.com
in linkedin.com/in/summit-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,424,631 | -- |
| Non-Discretionary | $24,629,832 | -- |
| Total | $37,054,463 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,054,463
Equity - Exchange:
23.9% Public Funds:
18.8% Municipal Bonds:
10.3% Cash:
24.4% U.S. Government/Agency:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $613,080,577 | 23.9% |
| Public Funds | $482,255,852 | 18.8% |
| Municipal Bonds | $264,214,642 | 10.3% |
| Cash | $625,906,531 | 24.4% |
| U.S. Government/Agency | $579,733,098 | 22.6% |
| Total | $2,565,190,700 | 100.0% |