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| Douglas Lane & Associates LLC
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|---|---|
| CRD # | 282563 |
| SEC # | 801-107161 |
| CIK # | 0001672594 |
| AUM | $7.0 BB (2023-03-24) |
| Employees | 36 (39% Investors, 0% Brokers) |
| Phone | 212-262-7670 |
| Address | One Dag Hammarskjold Plaza New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001672594 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Qualcomm Inc/DE | 147.4 | 0.2 | |
| Microsoft Corp | 1,918.2 | 0.2 | |
| Nvidia Corp | 399.6 | 0.1 | |
| J P Morgan Chase & Co | 340.2 | 0.1 | |
| Bristol Myers Squibb Co | 167.6 | 0.1 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.1 | |
| American Express Co | 107.1 | 0.1 | |
| Alphabet Inc | 1,482.6 | 0.1 | |
| VISA Inc | 419.3 | 0.1 | |
| General Motors Co | 49.6 | 0.1 | |
| Mastercard Inc | 309.6 | 0.1 | |
| General Electric Co | 72.5 | 0.1 | |
| Morgan Stanley | 136.7 | 0.1 | |
| Reinsurance Group of America Inc | 7.8 | 0.1 | |
| Diageo PLC | 102.4 | 0.1 | |
| Delta Air Lines Inc | 19.4 | 0.1 | |
| Blackstone Group LP | 69.1 | 0.1 | |
| Danaher Corp /DE/ | 183.1 | 0.1 | |
| Zimmer Holdings Inc | 22.3 | 0.1 | |
| Comcast Corp | 175.3 | 0.1 | |
| GoDaddy Inc | 11.2 | 0.1 | |
| Anheuser-Busch Inbev Sa/Nv | 94.1 | 0.1 | |
| Charter Communications Inc /MO/ | 93.6 | 0.1 | |
| Prudential Financial Inc | 36.6 | 0.1 | |
| Oracle Corp | 182.8 | 0.1 | |
| Bank of America Corp /DE/ | 278.3 | 0.1 | |
| Equinix Inc | 60.9 | 0.1 | |
| Coca Cola Co | 270.0 | 0.1 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 0.2 |
| (b) Individuals (high net worth individuals) | 895 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 0.5 |
| (h) Charitable organizations | 15 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,653 | 7.0 |
| By Discretionary | ||
| Discretionary | 5,653 | 7.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,653 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 6.9 | |
| Total | 5,653 | 7.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001672594] | |
| SC 13G | [0001672594] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Douglas Lane & Associates LLC | Maxar Technologies Inc | [2021-01-27] |
| Douglas Lane & Associates LLC | Braintree Mobiletech LLC | [2021-01-27] |
| Douglas Lane & Associates LLC | Maxar Technologies Inc | [2020-03-17] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 7.1 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 7.1 |
|
Clarfeld Financial Advisors LLC
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|
NY | 7.1 |
|
Forum Financial Management LP
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|
IL | 7.0 |
|
Conrad Siegel Investment Advisors Inc
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|
PA | 7.0 |
|
Homestead Advisers Corp
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|
VA | 7.0 |
|
Citizens Securities Inc
✚
|
RI | 7.0 |
|
Invesco Asset Management India PVT Ltd
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|
7.0 | |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 6.9 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 6.9 |