Overview
- Total Firm Assets
- $144 million
- Average High-Net-Worth Client Portfolio Size
- $27.1 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: PRIVATE LANE CAPITAL, LLC - 2025 ADV PART 2 - BROCHURE.PDF (FILED MARCH 31, 2026) (2026-04-01)
· View brochure text
Latest filing: PRIVATE LANE CAPITAL, LLC - 2025 ADV PART 2 - BROCHURE.PDF (2026-04-01)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 2.00% |
| $500,001 | $2,000,000 | 1.25% |
| $2,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,250 | 1.62% |
| $5 million | $58,750 | 1.18% |
| $10 million | $96,250 | 0.96% |
| $50 million | $396,250 | 0.79% |
| $100 million | $771,250 | 0.77% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 94.21%
- Number of High-Net-Worth Clients
- 5
- Total Client Accounts
- 12
- Discretionary Accounts
- 12
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 124999
- PRIVATE LANE CAPITAL, LLC - 2025 ADV PART 2 - BROCHURE.PDF (2026-04-01) · View brochure text
- PRIVATE LANE CAPITAL, LLC - 2025 ADV PART 2 - BROCHURE.PDF (FILED MARCH 31, 2026) (2026-04-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗