| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Groton Partners, LLC | Real Estate | $1.8M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Michael Allen | Shareholder | 5-10% | 2024 |
| Kevin Patrick Lane Control | President/Ceo | Over 75% | 1990 |
| Megan Kema Lane | Cco, Shareholder | Under 5% | 2023 |
Lane Brothers & Co Inc reports $192.6 million in regulatory assets under management on its Form ADV.
Lane Brothers & Co Inc manages 1 private funds with combined gross assets of $1.8 million.
Lane Brothers & Co Inc reports 6 employees.
Lane Brothers & Co Inc is based in Prescott, AZ and has been SEC-registered since 2024.
Lane Brothers & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1560 Plaza West Drive, Prescott, AZ 86303 |
| Phone | 928-776-8870 |
| Fax | 928-776-0828 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $192.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $192.6M |