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| Douglas Lane & Associates LLC
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| CRD # | 282563 |
| SEC # | 801-107161 |
| CIK # | 0001672594 |
| AUM | 8,440.5 M (2026-03-30) |
| Employees | 37 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-262-7670 |
| Address | One Dag Hammarskjold Plaza New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001672594 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Johnson & Johnson | 0.2 | ||
| Qualcomm Inc/DE | 0.2 | ||
| Morgan Stanley | 0.2 | ||
| Delta Air Lines Inc | 0.1 | ||
| General Electric Co | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Equinix Inc | 0.1 | ||
| Reinsurance Group of America Inc | 0.1 | ||
| Thermo Fisher Scientific Inc | 0.1 | ||
| Transdigm Group Inc | 0.1 | ||
| Air Products & Chemicals Inc /DE/ | 0.1 | ||
| Moderna Inc | 0.1 | ||
| Freeport McMoran Copper & Gold Inc | 0.1 | ||
| American Express Co | 0.1 | ||
| RXO Inc | 0.1 | ||
| Boeing Co | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Bristol Myers Squibb Co | 0.1 | ||
| Danaher Corp /DE/ | 0.1 | ||
| US Bancorp de | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| RBC Bearings Inc | 0.1 | ||
| Hershey Co | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 0.1 |
| (b) Individuals (high net worth individuals) | 874 | 7.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 0.3 |
| (h) Charitable organizations | 14 | 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 | 19 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,556 | 8.4 |
| By Discretionary | ||
| Discretionary | 5,556 | 8.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,556 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.3 | |
| Total | 5,556 | 8.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001672594] | |
| SC 13G | [0001672594] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.4B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
CO | 8,290.5 M |
|
Wealthcare Advisory Partners LLC
✚
|
PA | 8,288.1 M |
|
Bolton Securities Corp
✚
|
MA | 8,275.5 M |