$144.1M Total AUM
$144.1M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
22 yrs Firm Age
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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
-- KEY Biscayne FL
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.
Team overview
-- AVG AGE
$144.1M AVG AUM / ADVISOR
$13.1M AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL DIBIASIO
Chief Compliance Officer, Managing Member
- CRD
- #1207846
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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