Knox Lane LP

RIASEC RegisteredEst. 2020
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$154M
Accounts
22
Employees
30
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
306657
Registered since
February 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Knox Lane LP is a limited partnership operating as a private equity fund and SEC-registered adviser since 2020. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, often acting as sponsor, general partner and managing member of those vehicles. Its fee model combines a percentage of assets under management with performance-based fees. Knox Lane describes itself as an active ESG investor. It is not positioned as a multi-state adviser, capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Ivor Van Esch

    Ivor Van Esch

    CFO & CCOCRD 7530658

Contacts

2 of 2
  • Shamik Patel

    Shamik Patel

    Co-Founder & PartnerCRD 5004731

  • John Bailey

    John Bailey

    Managing PartnerCRD 4746690

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
655 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth