Overview
Lanx Management, LLC (the “Company” or “Lanx”) is a Delaware limited liability
company which launched in August 2001. The Company’s principal owner is Brian
Goldman.
Please see Item 10 (Other Financial Industry Activities and Affiliations).
In general, the Company is limited to providing investment advice only with respect
to privately placed investment funds, typically alternative fund managers and co‐
investments. The Company provides investment advisory services on a discretionary
basis to The Lanx Fund, LP; Lanx Offshore Partners, Ltd; Lanx Concentrated Fund I,
LP; Lanx Concentrated Offshore Fund I, Ltd; Lanx MJ Holdings LLC (together, the
"Lanx Flagship Funds"); and Lanx Opportunity Fund, LLC – Series 1 (“Lanx Series Fund
1”), the initial series of Lanx Opportunity Fund, LLC, (and together
with the Lanx
Flagship Funds, the “Lanx Funds”) which are privately placed investment funds. Each
Lanx Fund is managed in accordance with the strategies set forth in the offering
documents for such Lanx Fund and pursuant to the terms of each Lanx Fund's
respective governing agreements. The Company also provides investment advisory
services on a non‐discretionary basis and other services to other clients that include
high net worth individuals and family offices ("Other Clients"). "Clients" includes the
Lanx Funds and the Other Clients.
The Company does not participate in wrap fee programs.
Discretionary assets managed by the Company as of 12/31/2023 are approximately
$203,735,993. Non‐discretionary assets managed by the Company as of 09/30/2023 are
approximately $7,938,009.