Lane Generational LLC
Firm details
- Headquarters
- ,
- CRD number
- 309619
- Registered since
- August 24, 2020
- Website
- lanegenerational.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI79.96%
- Corporations / Businesses16.52%
- Individuals3.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lane Generational LLC is an independent registered investment advisor organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles, and it acts as a sponsor/GP/managing member of at least one pooled vehicle. Its billing model is flexible, mixing percentage-of-AUM charges with hourly, fixed, and performance-based fees. Lane Generational is not positioned as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds23%
Owners & executives
2 of 2
Giselle Casella
Chief Compliance OfficerCRD 4998512
Frederick Lane
CEO and FounderCRD 1469843
Contacts
1 of 1
John Schibli
Portfolio ManagementCRD 6648712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$3.5M in ETFs
100%
$3.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $1.5M | 16,201 | 42.42% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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