Lane Brothers & Co Inc
● SEC registered since 2024CRD 105968SEC# 801-130414Prescott, AZ
Ranks #4,885 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$240.1M
Fund GAV
$386K
Private funds
1
Employees
6
Accounts
979
Location
Prescott, AZ
Lane Brothers & Co Inc assets under management
Lane Brothers & Co Inc is an SEC-registered investment adviser based in Prescott, AZ. The firm has been registered since 2024. It reports $240.1 million in regulatory assets under management and employs 6 people. Lane Brothers & Co Inc manages 1 private fund with combined gross assets of $385,567, including Groton Partners, LLC. By regulatory assets, it ranks 4,885 of 6,004 private fund managers.
Lane Brothers & Co Inc private funds
1 funds · $386K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Groton Partners, LLC | Real Estate | $386K | $25K |
Lane Brothers & Co Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Michael Allen | Shareholder | 5-10% | 2024 |
| Kevin Patrick Lane Control | President/Ceo | Over 75% | 1990 |
| Megan Kema Lane | Cco, Shareholder | Under 5% | 2023 |
Frequently asked questions
How much does Lane Brothers & Co Inc manage?
Lane Brothers & Co Inc reports $240.1 million in regulatory assets under management on its Form ADV.
How many private funds does Lane Brothers & Co Inc manage?
Lane Brothers & Co Inc manages 1 private funds with combined gross assets of $385,567.
How many employees does Lane Brothers & Co Inc have?
Lane Brothers & Co Inc reports 6 employees.
Where is Lane Brothers & Co Inc located?
Lane Brothers & Co Inc is based in Prescott, AZ and has been SEC-registered since 2024.
Does Lane Brothers & Co Inc disclose fund performance?
Lane Brothers & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1560 Plaza West Drive, Prescott, AZ 86303 |
| Phone | 928-776-8870 |
| Fax | 928-776-0828 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.1M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
AUM vs fund managersTop 81%
Larger than 19% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$240.1Mregulatory AUM
Discretionary $240.1M
Service providers
Auditor
Custodian