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| Happy Holidays!! thanks for using AUM13F!! |
| Lane Brothers & Co Inc
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| CRD # | 105968 |
| SEC # | 801-130414 |
| CIK # | |
| AUM | $192.6 M (2025-05-21) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 928-776-8870 |
| Address | 1560 Plaza West Drive Prescott, AZ 86303 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Bond House Partners LLC | 2024-05-03 | 1.9 | |
| RE | Chebacco Partners LLC | 2024-05-03 | 2.2 | |
| RE | Groton Partners LLC | 2024-05-03 | 1.8 | |
| RE | Lane Trading Partners LP | 2012-02-29 | 2.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 268 | 80.5 |
| (b) Individuals (high net worth individuals) | 42 | 94.1 |
| (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 | 1.8 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 4 | 6.2 |
| (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 | 1 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 192.6 |
| By Discretionary | ||
| Discretionary | 877 | 192.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 877 | 192.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.6 | |
| Total | 877 | 192.6 |
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|---|---|---|
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NJ | 0.2 |
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CA | 0.1 |