Charles Lane Capital, LLC
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Overview
Charles Lane Capital, LLC is a financial advisor firm headquartered in New York, New York. The firm administers $33.5 million in assets under management over two client accounts. The firm has a small team, including 2 financial advisors. Charles Lane Capital, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, options and equities.
Charles Lane Capital, LLC administers all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring client approval. The firm oversees roughly $16.8 million in assets for each client account. The average advisor at Charles Lane Capital, LLC administers around one client account, placing it among the most personalized advisor firms in the country.
Charles Lane Capital, LLC's headquarters is at 26 Broadway, New York, New York 10004. The firm is legally registered to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Charles Lane Capital, LLC by the Numbers
$33.5 million
2
2
$16.8 million
Fee Structure
Fees for financial advisory services vary depending on which services the firm provides the client. Fees charged by the firm may include the following fee types: asset-based or performance-based. Charles Lane Capital, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its two clients, Charles Lane Capital, LLC's biggest client type is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Charles Lane Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Charles Lane Capital, LLC
Beverly Hill, CA
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