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 that operates as a private equity fund adviser and manager of pooled investment vehicles. The firm is SEC-registered (since 2020) and serves an institutional client base. It acts both as a sponsor/GP and as the managing member of pooled vehicles, providing portfolio management for funds it controls. Fee arrangements combine a percentage of assets under management with performance‑based fees. The firm identifies as an active ESG investor and allocates capital with that consideration in mind.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

    CFO & CCOCRD 7530658

Contacts

2 of 2
  • SHAMIK PATEL

    Co-Founder & PartnerCRD 5004731

  • JOHN BAILEY

    Managing PartnerCRD 4746690

Wealth teams

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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