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LANE42

SANTA MONICA, CA · CRD 335548 · IAPD ↗ · (212) 970-5740

$2.01BRegulatory AUM
18Advisory reps
26Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — LANE42 grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
December 2025 — LANE42 added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — LANE42 now reports custody of client assets ($4.03B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
December 2025 — LANE42 now reports 2 private fund(s) ($2.01B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
67
December 2025 — LANE42 grew from 2 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
May 2025 — LANE42 (SANTA MONICA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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