Lane Generational LLC

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Assets, Funds, Holdings

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Lane Generational LLC
CRD #309619
SEC #801-119363
CIK #0001901384
AUM $110.4 MM (2024-02-21)
Employees 2 (100% Investors, 0% Brokers)
Phone617-865-3949
Address72 Farm Street
Dover, MA 02030
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
15012090603002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AEM 22,129.1 5.9
AMZN 1,092,997.8 5.3
SPIR 176.2 5.1
OXY 57,834.1 5.0
OR 1,961.5 4.9
PLTR 19,053.8 4.9
SILV 976.2 4.8
MELI 33,501.4 4.5
ZM 33,755.5 4.5
SQ 38,081.1 4.3
View All
Holdings by Sector ($MM)
1209672482402022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 17 86.7
(b) Individuals (high net worth individuals) 28 3.6
(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 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 4 20.1
(n) Other 0 0.0
Total 86 110.4
By Discretionary
Discretionary 86 110.4
Non-Discretionary 0 0.0
Total 86 110.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 110.4
Total 86 110.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001901384]
Comparable Firms State AUM ($BB)
Bannerman Wealth Management Group LLC
TX 0.1
Step Change Advisors LLC
MO 0.1
Mokan Wealth Management Inc
KS 0.1
Integrity RIA LLC
LA 0.1
CB Capital Advisors LLC
NY 0.1
Stephen J Garry & Associates LLC
NY 0.1
Unified Investment Management LLC
GA 0.1
Financial Management Associates LLC
MA 0.1
Cypress Advisory Group LLC
AZ 0.1
Strategy Inc
TX 0.1
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