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PARK LANE ADVISORS, LLC

BIRMINGHAM, AL · CRD 338445 · IAPD ↗ · tenet-partners.com · (205) 383-8782

$799.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
September 2026 — PARK LANE ADVISORS, LLC reported RAUM up 28% ($623.9M -> $799.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
September 2026 — PARK LANE ADVISORS, LLC now reports 3 private fund(s) ($49.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
88
January 2026 — PARK LANE ADVISORS, LLC (BIRMINGHAM, AL) is newly SEC-registered with $553.5M RAUM and 4 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.