Park Lane Advisors, LLC

RIASEC RegisteredEst. 2025
Total AUM
$799M
Discretionary
$799M
100% of AUM
Avg account
$99.9M
Accounts
8
Employees
4
Advisory reps
2

Firm details

Headquarters
Birmingham, Alabama
CRD number
338445
Registered since
December 15, 2025
Custodians
REGIONS BANK, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Corporations / Businesses93.82%
  • Pooled Investment Vehicles6.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Park Lane Advisors, LLC is an SEC-registered institutional RIA that serves institutional clients and manages pooled investment vehicles and accounts for businesses or other institutions. The firm is structured as a limited liability company and lists an individual owner. Its advisory mandate emphasizes portfolio management for pooled vehicles and institutional entities, and it can serve as sponsor, general partner, or managing member of pooled investment structures. The firm’s fee arrangements include a percentage-of-AUM component, performance-based fees, and other fee arrangements. Park Lane does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

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

Asset composition

Asset composition: Non-Exchange Traded Equities 71%, Exchange Traded Equities 23%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%71%
  • Non-Exchange Traded Equities71%
  • Exchange Traded Equities23%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Adam Cranford

    CRD 8160732

  • Elizabeth Bray

    CRD 8164347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
2025 3rd Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth