PEARL LANE ADVISORS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$78.2M
Discretionary
$77.3M
99% of AUM
Avg account
$11.2M
Accounts
7
Employees
15
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
172681
Registered since
August 20, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pearl Lane Advisors, LLC is an SEC-registered private equity adviser organized as a limited liability company and registered in 2014. The firm operates primarily as manager and sponsor of pooled investment vehicles, positioning itself to run private equity strategies for institutional clients rather than acting as an external capital allocator. Ownership is listed as a mix of a domestic entity and an individual, and the firm is identified as a related adviser to other entities. Business activity centers on portfolio management for pooled funds and on roles common to private fund operators: sponsor, general partner, and managing member. Pearl Lane charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements), and it does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • ANDREW NOWACK

    Chief Compliance Officer and General CounselCRD 2488500

  • TIMOTHY REICK

    Chief Executive Officer and Co-Head of SalesCRD 4384534

  • SCOTT DANIELS

    Chief Financial OfficerCRD 1912249

Contacts

3 of 4
  • VICTOR FONTANA

    ControllerCRD 6054744

  • RAYMOND HILL

    ​Senior PartnerCRD 1950094

  • VICTOR FONTANA

    PartnerCRD 1240936

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth