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Lane Generational

Company Profile

Company profile

Website

www.lanegenerational.com

Incorporated

Fiscal year end

SEC CIK

IRS number

851548625

SEC advisor number

801-119363

FINRA CRD number

309619

AUM ?

$95.70 mm (as of 30 Jun 23)

Accounts

104 (as of 30 Jun 23)

Employees

2 (2 investment advisory or research)

Office hours

Monday - Friday, 9:00AM - 5:00PM

Brochures

Lane Adv 2A 5-19-23 (19 May 23)

Ownership

Owner	Title	From	%Ownership
Lane, Frederick, Carpenter	Chief Executive Officer & Chief Investment Officer	06/2020	< 5%
Lane Investment Holdings LLC	Owner	12/2021	> 75%
Lane, Frederick, Carpenter	Owner	12/2021	> 75%
Casella, Giselle	Chief Compliance Officer	06/2023	< 5%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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