Private Lane Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 124999
- Registered since
- June 8, 2026
- Website
- www.privatelanecapital.com
- 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
FINTRXOverview
Private Lane Capital, LLC is an independent, limited liability investment adviser that provides portfolio management primarily for individuals, families and small businesses. The firm reports SEC registration in 2026 and is operated under individual ownership. Its client base includes both private individuals/families and institutional clients, and it bills on a percentage-of-AUM fee model. Private Lane does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Paul Dibiasio
Portfolio ManagerCRD 1207846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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