PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Lane and Associates LLC

CRD 165321SEC# 801-112841Moorestown, NJ
Export (members)
No longer SEC-registered. Lane and Associates LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$418.5M
Employees
8
Accounts
1,083
Location
Moorestown, NJ

Lane and Associates LLC assets under management

Lane and Associates LLC is an investment advisory firm registered with the SEC based in Moorestown, NJ. It reports $418.5 million in regulatory assets under management and employs 8 people.

Lane and Associates LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew C Hipple ControlPartner25-50%2019
Michael Thomas Stringer ControlChief Operating OfficerUnder 5%2022
Thomas Andrew Lane ControlManaging Partner, Cco25-50%2003
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Lane and Associates LLC manage?

Lane and Associates LLC reports $418.5 million in regulatory assets under management on its Form ADV.

How many employees does Lane and Associates LLC have?

Lane and Associates LLC reports 8 employees.

Where is Lane and Associates LLC located?

Lane and Associates LLC is based in Moorestown, NJ.

Does Lane and Associates LLC disclose fund performance?

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

Contact & registration

Address155 E. 3rd Street, Moorestown, NJ 08057
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$418.5M▲ 33%
Jan '25 — $313.9MFeb '25 — $418.5MMar '25 — $418.5MApr '25 — $418.5MMay '25 — $418.5MJun '25 — $418.5MJul '25 — $418.5MAug '25 — $418.5MSep '25 — $418.5MOct '25 — $418.5MNov '25 — $418.5MDec '25 — $418.5MJan '26 — $418.5MFeb '26 — $418.5MMar '26 — $418.5MApr '26 — $418.5MMay '26 — $418.5MJun '26 — $418.5M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$418.5Mregulatory AUM
Discretionary $396.9MNon-discretionary $21.6M