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KNOX LANE LP

SAN FRANCISCO, CA · CRD 306657 · IAPD ↗ · (415) 651-2279

$3.40BRegulatory AUM
16Advisory reps
30Employees
0Clients
n/aPlanning clients
22Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — KNOX LANE LP grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — KNOX LANE LP grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2024 — KNOX LANE LP reported RAUM up 72% ($1.47B -> $2.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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