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- Custodian
- Charles Schwab & Company · E*TRADE · Raymond James · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-13-2004
- Office Locations
- 1
Office Locations
About Private Lane Capital, LLC
Private Lane Capital, LLC is an Annandale, VA registered investment adviser serving retail and institutional clients, including accredited investors. The firm provides financial planning and asset-allocation guidance and runs predominantly ETF-based SMA portfolios (with a small cash sleeve), with flexibility for themes like emerging markets and select fixed income/private placements. Custody relationships include Charles Schwab and E*TRADE.
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 11 clients, or 11 clients per representative. That equates to $13.1M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Private Lane Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL DIBIASIO
Chief Compliance Officer, Managing Member
- CRD
- #1207846
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,086,780 | $12,007,232 |
| Non-Discretionary | $0 | -- |
| Total | $144,086,780 | $12,007,232 |
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Separately Managed Accounts
SMA allocation detail is available
Private Lane Capital, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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