CRD: 174638
Magnolia Lane Capital, LLC
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-2015
- Office Locations
- 1
Office Locations
705 Mobjack Place, Suite D Newport News VA
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.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$681.3K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
LARS EDWARD LASSEN
Chairman, Owner
- CRD
- #4825475
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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