AdvisorCensus / Financial advisors / California / Los Angeles / LANE42
LANE42 is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 13, 2026.
Quick answers
From the filingHow is LANE42 compensated?
On its Form ADV (Item 5.E, October 2026), LANE42 reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does LANE42's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is LANE42 located?
LANE42's principal office is in Santa Monica, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is LANE42 registered with the SEC or a state?
LANE42 is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335548.
How much does LANE42 manage?
LANE42 reports $2,005,932,000 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary).
How have LANE42's assets and staff changed since 2025?
In the Form ADV data for LANE42: Total employees: 4 in October 2025 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does LANE42 serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does LANE42 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/335548
What changed in LANE42's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 14 to 18.
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 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
Private Fund investors generally pay the Firm an annual management fee, calculated as a percentage (typically up to 1.5%) of each investor’s pro rata share of the aggregate cost basis of investments held by the applicable Client (i.e., invested capital).
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$2,005,932,000 as of October 2026, filing dated April 13, 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- Legal name
- LANE42 Investment Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 26. Performing investment advisory functions: 18.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
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 | $2,005,932,000 | 26 | April 13, 2026 |
| October 2025 | Not reported | 4 | March 29, 2025 |
Total employees: 4 in October 2025 and 26 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 months- April 2026
- Employees performing advisory functions went from 14 to 18.
- December 2025
- Employees performing advisory functions went from 2 to 14.
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. LANE42 (CRD 335548): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lane42-santa-monica-ca-335548