CHARLES LANE CAPITAL, LLC
  • CHARLES LANE CAPITAL, LLC

Adviser Profile

As of Date 03/22/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info (64 xxxxxxx
Websites
AUM* 33,533,969 -26%
of that, discretionary 33,533,969 -26%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 16,766,985 -26%
% High Net Worth 50.00% 100%
SMA’s No
Private Funds 0 1

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

46M 39M 33M 26M 20M 13M 7M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser HILBERT 8, LLC Hedge Fund13.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV13.8m AUM47.2m #Funds1
Adviser MUIRFIELD CAPITAL GLOBAL ADVISORS LLC Hedge Fund110.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV110.2m AUM110.2m #Funds3
Adviser SUNDERLAND CAPITAL PARTNERS LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM55.6m #Funds-
Adviser WORTHINGTON CAPITAL MANAGEMENT, LLC Hedge Fund41.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV41.2m AUM41.2m #Funds2
Adviser OTG ASSET MANAGEMENT, LTD. Hedge Fund66.9k Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV66.9k AUM63.8m #Funds1
Adviser RHIZOME CAPITAL MANAGEMENT LLC Hedge Fund11.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV11.6m AUM23.6m #Funds2
Adviser SQUARE WAVE CAPITAL Hedge Fund359.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV359.8m AUM428.8m #Funds2
Adviser KSTONE PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM30.7m #Funds-
Adviser ISZO CAPITAL MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM36.9m #Funds-
Adviser ATLA CAPITAL MANAGEMENT LLC Hedge Fund91.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV91.1m AUM60.8m #Funds1

Brochure Summary