CRD: 174638
Magnolia Lane Capital, LLC
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-2015
- Office Locations
- 1
Office Locations
About Magnolia Lane Capital, LLC
Magnolia Lane Capital is a retail-focused RIA in Newport News, VA serving entrepreneurs and other individuals with portfolio management plus tax and insurance planning. Portfolios lean heavily on ETFs and may incorporate emerging markets, fixed income, and real estate themes; custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $681.3K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 26, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Services
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The full Magnolia Lane Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LARS EDWARD LASSEN
Chairman, Owner
- CRD
- #4825475
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
Showing 0 of 1 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,582,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,582,351 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Magnolia Lane Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.