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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Prime beaconGlacier +more
- Established Date
- 08-24-2020
- Office Locations
- 2
Office Locations
About Lane Generational LLC
Lane Generational LLC is an investment advisory firm focused on entrepreneurs, providing financial planning alongside discretionary asset management and portfolio construction. The firm emphasizes asset allocation and implements portfolios primarily with ETFs (with some mutual funds), with exposure themes spanning public equities and select alternatives such as real estate, private equity, infrastructure, and digital assets. Custody is reported through Fidelity/NFS.
Team overview
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Owner & Executives
GISELLE CASELLA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
FREDERICK CARPENTER LANE
Chief Executive Officer, Chief Investment Officer, Portfolio Manager
- CRD
- #1469843
- Ownership
- Less than 5%
Foundation fusion
Optima peak momentum
- CRD
- #55470
- Ownership
- 5.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,283,759 | $1,619,579 |
| Non-Discretionary | $0 | -- |
| Total | $139,283,759 | $1,619,579 |
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Separately Managed Accounts
Total SMA Asset: $139,283,759
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,240,322,469 | 68.2% |
| Public Funds | $1,510,883,498 | 31.8% |
| Total | $4,751,205,967 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM HARBOR | DELTA SIGNAL | U0L7OGBM8 | YUPOM | 5.87% | $109,155,295 |
| ALPHA NORTH ALPHA | WAVE RADIAL | OX23L3T1V | IQCNG | 5.08% | $8,460,478 |
| EMBER PRIME ATLAS | WAVE TIMBER | SPB4ST5JM | ZBPD | 3.59% | $55,870,873 |
| SUMMIT INSIGHT VECTOR | RIDGE VECTOR | CC8FUH3N5 | ZLN | 12.10% | $20,601,375 |
| PATHWAY UNISON | PRIME LEGACY | JKELBMRKE | NISDN | 12.36% | $1,977,373 |
| EMBER CREST | VECTOR FRONTIER | B3BNYVNQX | SQUQZ | 0.64% | $34,326,518 |
| OPTIMA RIDGE PRIME | OPTIMA UNISON | IUGG8HHDK | HAMY | 5.83% | $119,421,361 |
| DELTA PRIME HORIZON | LEGACY RIDGE | 4FS2W7JLW | JQEXA | 1.58% | $15,407,978 |