Private Lane Capital, LLC

RIASEC RegisteredEst. 2026
Total AUM
$144M
Discretionary
$144M
100% of AUM
Avg account
$12M
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
124999
Registered since
June 8, 2026
Custodians
CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, E*TRADE SECURITIES LLC, RAYMOND JAMES & ASSOCIATES, INC., ALLY INVEST SECURITIES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI94.21%
  • Pension & Profit Sharing Plans4.29%
  • Individuals1.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Private Lane Capital, LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management services primarily to individuals, families and a limited set of institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individual and small-business clients. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Corporate classifications on public filings are limited; the firm reports an individual owner and lists its industry affiliation as an investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Paul Dibiasio

    Paul Dibiasio

    Portfolio ManagerCRD 1207846

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth