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PEARL LANE ADVISORS, LLC

NEW YORK, NY · CRD 172681 · IAPD ↗ · 212-240-9721

$78.2MRegulatory AUM
7Advisory reps
15Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2025 — PEARL LANE ADVISORS, LLC reported RAUM up 29% ($65.0M -> $84.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
October 2024 — PEARL LANE ADVISORS, LLC reported RAUM up 49% ($50.0M -> $74.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — PEARL LANE ADVISORS, LLC reported RAUM up 29% ($38.6M -> $50.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.