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 SEC‑registered investment adviser organized as a limited liability company and registered in 2020. The firm serves individuals, families and institutional clients and provides financial planning alongside portfolio management for individuals, small businesses and pooled investment vehicles. Filings list the ownership structure as a domestic entity with individual ownership. The firm offers several fee structures—percentage of AUM, hourly and fixed fees, and performance‑based arrangements—and acts in sponsor/GP/managing‑member roles for pooled vehicles it manages. Lane Generational is not identified as an active ESG investor on its filings and is not listed as a multi‑state adviser.
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 14Active vs passive
$18.6M in ETFs
93%
$17.3M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $3.3M | 43,561 | 17.71% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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