Park Lane Advisors, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 338445
- Registered since
- December 15, 2025
- Custodians
- REGIONS BANK, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Park Lane Advisors, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves an institutional client base and focuses on portfolio management for pooled investment vehicles. Its compensation includes both a percentage-of-assets fee and performance-based fees. Park Lane does not identify as an active ESG investor and is not presented as a multi-state or pension consulting adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities71%
- Exchange Traded Equities23%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2Elizabeth Bray
CRD 8164347
Adam Cranford
CRD 8160732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2025 3rd Ave N
- Time zone
- CT (UTC-6)
- Office locations
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