Pearl Lane Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$78.2M
Discretionary
$77.3M
99% of AUM
Avg account
$11.2M
Accounts
7
Employees
15
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
172681
Registered since
August 20, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pearl Lane Advisors, LLC is an SEC-registered limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. Registered since 2014, the firm serves an institutional client base and charges a mix of percentage-of-AUM and performance-based fees (plus other fee structures). Its advisory work centers on portfolio management for pooled vehicles, and it holds affiliated roles that include broker-dealer activity, acting as an investment adviser, and serving as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not marked as an active ESG investor, is not a multistate adviser, and is reported as a related adviser rather than a capital allocator.

Assets & Accounts

Investments & Alternatives

Private Funds

Investment profile

FINTRX

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

3 of 3
  • Andrew Nowack

    Chief Compliance Officer and General CounselCRD 2488500

  • Timothy Reick

    Timothy Reick

    Chief Executive Officer and Co-Head of SalesCRD 4384534

  • Scott Daniels

    Scott Daniels

    Chief Financial OfficerCRD 1912249

Contacts

3 of 4
  • Victor Fontana

    Victor Fontana

    ControllerCRD 6054744

  • Raymond Hill

    Raymond Hill

    ​Senior PartnerCRD 1950094

  • Victor Fontana

    PartnerCRD 1240936

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
88 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth