9AT: LANX MANAGEMENT, LLC

other names

LANX MANAGEMENT, LLC
LANX CAPITAL, LLC (RELYING ADVISOR)

Adviser Profile

As of Date	03/31/2025
ADV Location	WHITE PLAINS, NY, United States
Adviser Type - Large advisory firm
Number of Employees	2 -50%
of those in investment advisory functions	1 -50%
Registration	SEC, Approved, 07/22/2010

AUM^*	180,983,835 -26%
of that, discretionary	170,821,077 -28%
Private Fund GAV^*	170,821,078 -16%
Avg Account Size	12,065,589 -41%
SMA’s	Yes
Private Funds	5
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Fund Type	Count	GAV
Fund TypeHedge Fund	Count5	GAV$170,821,078

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 ISOMER PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM270.0m	#Funds-
Adviser MENDON CAPITAL ADVISORS CORP	Hedge Fund12.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV12.4m	AUM199.4m	#Funds3
Adviser 1623 CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM202.2m	#Funds-
Adviser JCP INVESTMENT MANAGEMENT, LLC	Hedge Fund125.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV125.5m	AUM252.6m	#Funds2
Adviser PELOTON CAPITAL MANAGEMENT	Hedge Fund4.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.6m	AUM279.9m	#Funds1
Adviser RVX ASSET MANAGEMENT LLC	Hedge Fund3.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.6m	AUM100.1m	#Funds3
Adviser BRACCO ASSET MANAGEMENT	Hedge Fund355.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV355.2m	AUM355.2m	#Funds4
Adviser REGENCY CAPITAL MANAGEMENT INC.	Hedge Fund2.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1m	AUM303.8m	#Funds2
Adviser RIVERMONT CAPITAL MANAGEMENT LP	Hedge Fund413.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV413.5m	AUM413.5m	#Funds4
Adviser MENLO ADVISORS LLC	Hedge Fund9.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.1m	AUM318.4m	#Funds1

Brochure Summary

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.

LANX MANAGEMENT, LLC

Adviser Profile

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Reported AUM

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Brochure Summary

Overview