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LANE GENERATIONAL LLC

· CRD 309619 · IAPD ↗ · lanegenerational.com · 617-865-3949

$139.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — LANE GENERATIONAL LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
42
December 2025 — LANE GENERATIONAL LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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