AdvisorCensus / Financial advisors / New York / New York / J.H. Lane Partners, LP
J.H. Lane Partners, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is J.H. Lane Partners, LP compensated?
On its Form ADV (Item 5.E, October 2026), J.H. Lane Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is J.H. Lane Partners, LP located?
J.H. Lane Partners, LP's principal office is in New York, NY, according to its Form ADV.
Is J.H. Lane Partners, LP registered with the SEC or a state?
J.H. Lane Partners, LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282383.
How much does J.H. Lane Partners, LP manage?
J.H. Lane Partners, LP reports $276,035,355 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have J.H. Lane Partners, LP's assets and staff changed since 2021?
In the Form ADV data for J.H. Lane Partners, LP: Regulatory assets under management: $283,211,873 in the October 2021 data and $276,035,355 in the October 2026 data, down 3%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does J.H. Lane Partners, LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does J.H. Lane Partners, LP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282383
Does J.H. Lane Partners, LP state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum investment amount for initial investments in each Fund is at least $2,500,000. JHL or its affiliates, in their sole discretion, has accepted lesser amounts, and may do so again in the future."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $2,500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment amount for initial investments in each Fund is at least $2,500,000. JHL or its affiliates, in their sole discretion, has accepted lesser amounts, and may do so again in the future.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$276,035,355 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $276,035,355 | 7 | March 30, 2026 |
| October 2025 | $258,296,332 | 6 | March 28, 2025 |
| October 2024 | $218,410,369 | 6 | March 28, 2024 |
| October 2023 | $250,046,857 | 6 | March 31, 2023 |
| October 2022 | $271,862,332 | 6 | March 30, 2022 |
| October 2021 | $283,211,873 | 6 | March 31, 2021 |
Regulatory assets under management: $283,211,873 in the October 2021 data and $276,035,355 in the October 2026 data, down 3%.
Total employees: 6 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. J.H. Lane Partners, LP (CRD 282383): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/j-h-lane-partners-lp-new-york-ny-282383