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| Lane Brothers & Co Inc
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|---|---|
| CRD # | 105968 |
| SEC # | 801-130414 |
| CIK # | 0001177416 |
| AUM | 240.1 M (2026-03-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 928-776-8870 |
| Address | 1560 Plaza West Drive Prescott, AZ 86303 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.3 | ||
| Apple Inc | 2.0 | ||
| Microsoft Corp | 1.4 | ||
| Unilever PLC | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Bond House Partners LLC | 2024-05-03 | 1.9 M | |
| RE | Chebacco Partners LLC | 2024-05-03 | 2.2 M | |
| RE | Groton Partners LLC | 2024-05-03 | 0.4 M | |
| RE | Lane Trading Partners LP | 2012-02-29 | 2.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 101.3 |
| (b) Individuals (high net worth individuals) | 43 | 120.4 |
| (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 | 1 | 0.4 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 4 | 7.0 |
| (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 | 3 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 979 | 240.1 |
| By Discretionary | ||
| Discretionary | 979 | 240.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 979 | 240.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.1 | |
| Total | 979 | 240.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001177416] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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