Lane Generational LLC
● SEC registered since 2020CRD 309619SEC# 801-119363
Ranks #5,523 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$139.3M
Fund GAV
—
Private funds
1
Employees
2
Accounts
86
Location
—
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 5,523 of 6,004 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 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
AUM vs fund managersTop 92%
Larger than 8% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$139.3Mregulatory AUM
Discretionary $139.3M
Service providers
Auditor
Prime broker
Custodian
Administrator