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| Lanier Asset Management LLC
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|---|---|
| CRD # | 150888 |
| SEC # | 801-107331 |
| CIK # | |
| AUM | 141.7 M (2026-05-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 502-909-1100 |
| Address | 2321 Lime Kiln Lane Louisville, KY 40222 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Lanier Avalon Fund LLC | [2021-10-28] | 8.1 M | 8.1 M |
| Offered $8,100,000 · Filed 2025-03-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Lanier Four Charters Fund LLC | [2021-10-28] | 7.0 M | 7.0 M |
| Offered $7,050,000 · Filed 2025-03-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Lanier Bridgepointe Gardens Fund LLC | [2020-11-19] | 6.6 M | |
| Offered $6,600,000 · Filed 2025-03-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 9.0 |
| (b) Individuals (high net worth individuals) | 51 | 115.6 |
| (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 | 2 | 15.2 |
| (g) Pension and profit sharing plans | 4 | 1.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 140.8 |
| By Discretionary | ||
| Discretionary | 218 | 139.2 |
| Non-Discretionary | 6 | 1.6 |
| Total | 224 | 140.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.8 | |
| Total | 224 | 140.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Carl Hafele | Executive Officer | 11 | 2 | |
| Mark Hoffman | Executive Officer | 5 | 2 | |
| Carl Hoffman | Executive Officer | 4 | 2 | |
| Junius Beaver | Executive Officer | 3 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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