Douglas Lane & Associates is an investment advisor in New York with $8.48 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
810698246
SEC advisor number
801-107161
FINRA CRD number
282563
AUM ?
$8.48 bn
(as of 24 Oct 22)
Accounts
5,466
(as of 24 Oct 22)
Employees
34
(16 investment advisory or research)
Address
Douglas Lane & Associates
777 THIRD AVENUE, 38TH FLOOR
NEW YORK
NY 10017
777 THIRD AVENUE, 38TH FLOOR
NEW YORK
NY 10017
Office hours
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Phone
212-262-7670
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 01/2016 | > 75% |
Dewees, Edward, Dakin | Managing Partner | 01/2016 | < 5% |
Sethi, Sarat | Managing Partner | 01/2016 | < 5% |
Solinga-Stasi, Nicole, Anne | Chief Compliance Officer | 01/2016 | < 5% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
SC 13G
iHeartMedia, Inc.
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22