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CHARLES LANE CAPITAL, LLC

NEW YORK, NY · CRD 315094 · IAPD ↗ · charleslanecap.com · (646) 248-1620

$33.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — CHARLES LANE CAPITAL, LLC (NEW YORK, NY) left the SEC roster (was $33.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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