Private Lane Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 124999
- Registered since
- June 8, 2026
- Website
- www.privatelanecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, E*TRADE SECURITIES LLC, RAYMOND JAMES & ASSOCIATES, INC., ALLY INVEST SECURITIES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.21%
- Pension & Profit Sharing Plans4.29%
- Individuals1.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Private Lane Capital, LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management services primarily to individuals, families and a limited set of institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individual and small-business clients. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Corporate classifications on public filings are limited; the firm reports an individual owner and lists its industry affiliation as an investment adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Paul Dibiasio
Portfolio ManagerCRD 1207846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Van Diest Capital
RIAPolk City, IA
Summa Global Advisors, LLC
RIAClackamas, OR
Tactivest, LLC
RIAShelter Wealth Strategies, LLC
RIAHouston, TX
Paladino Wealth
RIAMontgomery, TX