AUTUMN LANE ADVISORS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$1.2B

Discretionary

$777M

65% of AUM

Avg account

$1.3M

Accounts

926

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 173624
Registered since: December 3, 2014
Website: www.autumnlanellc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI64.26%
Pooled Investment Vehicles35.07%
Corporations / Businesses0.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Autumn Lane Advisors, LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2014. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across individual accounts and pooled investment vehicles. Autumn Lane also performs manager selection and serves in sponsor/GP and managing-member roles for pooled vehicles it sponsors. The firm uses a mix of fee arrangements — percentage of AUM, hourly and fixed fees, and performance-based fees — and is not an active ESG investor. Autumn Lane was included in the Financial Times’ Top 300 RIA Firms list in 2020, which reflects external recognition of its scale and market presence.