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NORTHLANE CAPITAL PARTNERS

BETHESDA, MD · CRD 285990 · IAPD ↗ · northlanecapital.com · 301-272-9990

$1.16BRegulatory AUM
18Advisory reps
22Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — NORTHLANE CAPITAL PARTNERS grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — NORTHLANE CAPITAL PARTNERS crossed $1B in regulatory AUM ($945.6M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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