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| Happy Holidays!! thanks for using AUM13F!! |
| Autumn Lane Advisors LLC
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| CRD # | 173624 |
| SEC # | 801-80627 |
| CIK # | |
| AUM | $1.1 B (2025-06-30) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 713-636-2075 |
| Address | 7500 San Felipe Houston, TX 77063 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | AL Stellus IV LP | [2025-02-19] | 0.0 | 0.4 |
| PE | AL Cap91 Partners | [2023-03-27] | 69.1 | 29.7 |
| VC | AL Plus Capital II LP | [2022-10-14] | 0.0 | 3.0 |
| RE | AL Spicewood I LP | [2022-10-14] | 29.8 | 22.8 |
| RE | AL Hilltop V LP | [2022-03-24] | 0.0 | 26.4 |
| HF | Autumn Lane Alpha Opportunities LP | [2022-03-24] | 54.2 | 53.7 |
| RE | AL ADEF IV LP | [2021-03-22] | 0.0 | 11.0 |
| PE | AL EETF I LP | [2021-03-22] | 62.7 | 29.5 |
| RE | AL ILP II LP | [2021-03-22] | 0.0 | 24.4 |
| VC | AL Plus Capital I LP | [2021-03-22] | 0.0 | 17.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 670.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 389.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 1,060.1 |
| By Discretionary | ||
| Discretionary | 404 | 714.3 |
| Non-Discretionary | 137 | 345.8 |
| Total | 541 | 1,060.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,060.1 | |
| Total | 541 | 1,060.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Steve Oldham | 13 | |||
| James Mooney | 12 | |||
| David Andrew | 16 | |||
| Autumn Lane Advisors LLC | 12 | |||
| ALDO GenPar LP | 8 | |||
| Scott Wilmoth | 5 | |||
| Steven Oldham | 2 | |||
| Autumn Equity LLC | 2 | |||
| Aldo GenPar LP | 1 | |||
| Autumn Lane GenPar LP | 1 | |||
| View All | ||||
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