Lane Generational LLC
● SEC registered since 2020CRD 309619SEC# 801-119363
Ranks #5,510 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$139.3M
Fund GAV
—
Private funds
1
Employees
2
Accounts
86
Location
—
About Lane Generational
Lane Generational is a boutique active investment manager offering discretionary portfolio management. It aims to grow and protect client purchasing power through market cycles, seeking to compound wealth above market rates of return.
Summary based on the firm’s website.
Lane Generational LLC assets under management
Lane Generational LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $139.3 million in regulatory assets under management and employs 2 people. Lane Generational LLC manages 1 private fund, including Helix Opportunities Fund LP. By regulatory assets, it ranks 5,510 of 5,974 private fund managers.
Lane Generational LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Helix Opportunities Fund LP | Hedge | — | $1M |
Lane Generational LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Carpenter Lane Control | Chief Executive Officer & Chief Investment Officer | Under 5% | 2020 |
| Giselle Casella | Chief Compliance Officer | Under 5% | 2023 |
| John Mark Schibli Control | Coo And Director Of Investment Research | Under 5% | 2023 |
| Lane Investment Holdings LLC Control | Owner | Over 75% | 2021 |
| Frederick Carpenter Lane Control | Owner | Over 75% | 2021 |
Frequently asked questions
How much does Lane Generational LLC manage?
Lane Generational LLC reports $139.3 million in regulatory assets under management on its Form ADV.
How many private funds does Lane Generational LLC manage?
Lane Generational LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Lane Generational LLC have?
Lane Generational LLC reports 2 employees.
Does Lane Generational LLC disclose fund performance?
Lane Generational LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-865-3949 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1901384 |
| Discloses disciplinary history | No |
Regulatory AUM
$139.3M▲ 18%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,369 advisers
AUM vs fund managersTop 92%
Larger than 8% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$139.3Mregulatory AUM
Discretionary $139.3M
Service providers
Auditor
Prime broker
Custodian
Administrator