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Douglas Lane & Associates, LLC

● SEC registered since 2016CRD 282563SEC# 801-107161New York, NY
Export (members)
Reg. AUM
$8.44B
Employees
37
Accounts
5,556
Location
New York, NY

Douglas Lane & Associates, LLC assets under management

Douglas Lane & Associates, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2016. It reports $8.4 billion in regulatory assets under management and employs 37 people.

Douglas Lane & Associates, LLC owners & executives

14 reported
NameTitleOwnershipSince
Edward Dakin Dewees ControlManaging PartnerUnder 5%2016
Focus Operating, LLC ControlMember (manager)Over 75%2016
Nicole Anne Solinga-Stasi ControlChief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Douglas Lane & Associates, LLC manage?

Douglas Lane & Associates, LLC reports $8.4 billion in regulatory assets under management on its Form ADV.

How many employees does Douglas Lane & Associates, LLC have?

Douglas Lane & Associates, LLC reports 37 employees.

Where is Douglas Lane & Associates, LLC located?

Douglas Lane & Associates, LLC is based in New York, NY and has been SEC-registered since 2016.

Does Douglas Lane & Associates, LLC disclose fund performance?

Douglas Lane & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Dag Hammarskjold Plaza, 885 Second Avenue, 42 Floor, New York, NY 10017
Phone212-262-7670
Fax212-262-2801
Office hours8:30 a.m. - 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$8.44B▲ 3%
Mar '25 — $8.23BApr '25 — $8.23BMay '25 — $8.23BJun '25 — $8.23BJul '25 — $8.23BAug '25 — $8.23BSep '25 — $8.23BOct '25 — $8.23BNov '25 — $8.23BDec '25 — $8.23BJan '26 — $8.23BFeb '26 — $8.23BMar '26 — $8.44BApr '26 — $8.44BMay '26 — $8.44BJun '26 — $8.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$8.44Bregulatory AUM
Discretionary $8.44B