Knox Lane LP

RIASEC RegisteredEst. 2020
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$154M
Accounts
22
Employees
30
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
306657
Registered since
February 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Knox Lane LP is a limited partnership organized as a private equity fund and registered with the SEC in 2020. The firm positions itself as a manager of pooled investment vehicles for institutional clients, acting as sponsor, general partner and managing member on private funds it controls. Ownership is listed as a mix of a domestic entity and an individual. Fee arrangements include a percentage-of-AUM charge plus performance-based fees, and the firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Ivor Van Esch

    Ivor Van Esch

    CFO & CCOCRD 7530658

Contacts

2 of 2
  • Shamik Patel

    Shamik Patel

    Co-Founder & PartnerCRD 5004731

  • John Bailey

    John Bailey

    Managing PartnerCRD 4746690

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
655 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth