FIFTH LANE CAPITAL, LP

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
308318
Registered since
November 20, 2023

Firm profile

FINTRX

Overview

Fifth Lane Capital, LP is a limited partnership that registers with the SEC and lists commodity pool/operator or commodity trading advisor activity as part of its business. The firm is organized as a domestic entity with individual ownership elements and is identified as a sponsor, general partner and managing member of pooled investment vehicles. It does not position itself as a capital allocator, does not report active ESG integration, and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CAVAN COPELAND

    Founder, Managing Partner and CIOCRD 4962474

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$3.4M in ETFs

Passive

33%

$1.1M

Active

67%

$2.3M

ETFProviderStyleCategoryValueShares% of portfolio
ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS)ActiveTechnology$2.3M40,00067.26%

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
3300 N Interstate 35
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth