Lanier Asset Management, LLC
● SEC registered since 2016CRD 150888SEC# 801-107331Louisville, KY
Ranks #5,506 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$141.7M
Fund GAV
$16.1M
Private funds
3
Employees
2
Accounts
225
Location
Louisville, KY
Lanier Asset Management, LLC assets under management
Lanier Asset Management, LLC is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2016. It reports $141.7 million in regulatory assets under management and employs 2 people. Lanier Asset Management, LLC manages 3 private funds with combined gross assets of $16.1 million, including Lanier Avalon Fund, LLC. By regulatory assets, it ranks 5,506 of 6,004 private fund managers.
Lanier Asset Management, LLC private funds
3 funds · $16.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lanier Avalon Fund, LLC | Real Estate | $8.1M | $100K |
| Lanier Four Charters Fund, LLC | Real Estate | $7.1M | $100K |
| Lanier Bridgepointe Gardens Fund, LLC | Real Estate | $903K | $100K |
Lanier Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deidre Marie Durbin Control | Chief Compliance Officer | Under 5% | 2011 |
| Elizabeth Beaver Hoffman | Member | Under 5% | 2025 |
| Mark Robert Hoffman Control | Managing Member And Chief Executive Officer | Over 75% | 2009 |
Frequently asked questions
How much does Lanier Asset Management, LLC manage?
Lanier Asset Management, LLC reports $141.7 million in regulatory assets under management on its Form ADV.
How many private funds does Lanier Asset Management, LLC manage?
Lanier Asset Management, LLC manages 3 private funds with combined gross assets of $16.1 million.
How many employees does Lanier Asset Management, LLC have?
Lanier Asset Management, LLC reports 2 employees.
Where is Lanier Asset Management, LLC located?
Lanier Asset Management, LLC is based in Louisville, KY and has been SEC-registered since 2016.
Does Lanier Asset Management, LLC disclose fund performance?
Lanier Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2321 Lime Kiln Lane, Suite D, Louisville, KY 40222 |
| Phone | 502-909-1100 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.7M▲ 1%
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 53%
More funds than 47% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$141.7Mregulatory AUM
Discretionary $140.1MNon-discretionary $1.6M
Service providers
Auditor
Custodian