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| Happy Holidays!! thanks for using AUM13F!! |
| Lanier Asset Management LLC
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| CRD # | 150888 |
| SEC # | 801-107331 |
| CIK # | |
| AUM | $139.8 M (2025-06-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 502-909-1100 |
| Address | 10200 Forest Green Boulevard Louisville, KY 40223 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Lanier Avalon Fund LLC | [2021-10-28] | 8.1 | 8.1 |
| RE | Lanier Four Charters Fund LLC | [2021-10-28] | 7.0 | 7.0 |
| RE | Lanier Bridgepointe Gardens Fund LLC | [2020-11-19] | 6.6 | 6.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 11.4 |
| (b) Individuals (high net worth individuals) | 46 | 106.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 21.8 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 241 | 139.8 |
| By Discretionary | ||
| Discretionary | 204 | 127.8 |
| Non-Discretionary | 37 | 12.1 |
| Total | 241 | 139.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.8 | |
| Total | 241 | 139.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Carl Hafele | 8 | ||
| Mark Hoffman | 5 | ||
| Carl Hoffman | 4 | ||
| Junius Beaver | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portus Wealth Advisors LLC
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|
NC | 0.2 |
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Harbor Ithaka WM LLC
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FL | 0.2 |
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Golden K Wealth Management LLC
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CA | 0.2 |
|
BOON Capital Advisors LLC
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IL | 0.2 |
|
M2G Ventures LLC
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TX | 0.2 |
|
Emissary Wealth LLC
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NJ | 0.2 |
|
Wellington Wealth Strategies LLC
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|
IN | 0.1 |
|
Olive Street Capital Partners LLC
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|
CA | 0.1 |
|
Freedom Family Office LLC
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|
0.1 | |
|
Steward Capital Management Inc
✚
|
MI | 0.1 |