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Lanier Asset Management, LLC

● SEC registered since 2016CRD 150888SEC# 801-107331Louisville, KY
Export (members)
Ranks #5,239 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$139.8M
Fund GAV
$21.8M
Private funds
3
Employees
3
Accounts
241
Location
Louisville, KY

Lanier Asset Management, LLC assets under management

Lanier Asset Management, LLC is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2016. It reports $139.8 million in regulatory assets under management and employs 3 people. Lanier Asset Management, LLC manages 3 private funds with combined gross assets of $21.8 million, including Lanier Avalon Fund, LLC. By regulatory assets, it ranks 5,239 of 5,911 private fund managers.

Lanier Asset Management, LLC private funds

3 funds · $21.8M GAV
FundTypeGross assetsMin.
Lanier Avalon Fund, LLCReal Estate$8.1M$100K
Lanier Four Charters Fund, LLCReal Estate$7.1M$100K
Lanier Bridgepointe Gardens Fund, LLCReal Estate$6.6M$100K

Lanier Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Deidre Marie Durbin ControlChief Compliance OfficerUnder 5%2011
Junius Verne Beaver ControlManaging Member And Chief Investment Officer25-50%2009
Mark Robert Hoffman ControlManaging Member And Chief Executive Officer50-75%2009

Frequently asked questions

How much does Lanier Asset Management, LLC manage?

Lanier Asset Management, LLC reports $139.8 million in regulatory assets under management on its Form ADV.

How many private funds does Lanier Asset Management, LLC manage?

Lanier Asset Management, LLC manages 3 private funds with combined gross assets of $21.8 million.

How many employees does Lanier Asset Management, LLC have?

Lanier Asset Management, LLC reports 3 employees.

Where is Lanier Asset Management, LLC located?

Lanier Asset Management, LLC is based in Louisville, KY and has been SEC-registered since 2016.

Does Lanier Asset Management, LLC disclose fund performance?

Lanier Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10200 Forest Green Boulevard, Suite 300, Louisville, KY 40223
Phone502-909-1100
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.8M
Non-discretionary$12.1M
Total (RAUM)$139.8M

Service providers