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Lane Generational LLC
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CRD # | 309619 |
SEC # | 801-119363 |
CIK # | 0001901384 |
AUM | $110.4 MM (2024-02-21) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 617-865-3949 |
Address | 72 Farm Street Dover, MA 02030 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001901384] |
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Bannerman Wealth Management Group LLC
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TX | 0.1 |
Step Change Advisors LLC
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MO | 0.1 |
Mokan Wealth Management Inc
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KS | 0.1 |
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CB Capital Advisors LLC
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NY | 0.1 |
Stephen J Garry & Associates LLC
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NY | 0.1 |
Unified Investment Management LLC
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GA | 0.1 |
Financial Management Associates LLC
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MA | 0.1 |
Cypress Advisory Group LLC
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AZ | 0.1 |
Strategy Inc
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|
TX | 0.1 |