{ "crd_number": 335548, "slug": "lane42-santa-monica-ca-335548", "primary_business_name": "LANE42", "legal_name": "LANE42 INVESTMENT PARTNERS, LLC", "dbas": [], "city": "Santa Monica", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-04-28", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-04-13", "carried_forward": false, "raum_total": 2005932000.0, "raum_discretionary": 2005932000.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 26, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2005932000.0, "count": 3 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "NY" ], "websites": [ "https://lane42.com", "https://linkedin.com/company/lane42-investment-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335548", "city_as_filed": "SANTA MONICA", "url": "https://advisorcensus.com/firm/lane42-santa-monica-ca-335548", "display_name": "LANE42", "summary": "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.", "citation": "AdvisorCensus. LANE42 (CRD 335548): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is LANE42 compensated?", "a": "On its Form ADV (Item 5.E, October 2026), LANE42 reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "What does LANE42's brochure say about its fees?", "a": "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." }, { "q": "Where is LANE42 located?", "a": "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)." }, { "q": "Is LANE42 registered with the SEC or a state?", "a": "LANE42 is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335548." }, { "q": "How much does LANE42 manage?", "a": "LANE42 reports $2,005,932,000 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary)." }, { "q": "How have LANE42's assets and staff changed since 2025?", "a": "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." }, { "q": "What types of clients does LANE42 serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)." }, { "q": "Does LANE42 report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in LANE42's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 18." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": 4, "filing_date": "2025-03-29" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2005932000.0, "total_employees": 26, "filing_date": "2026-04-13" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 14 to 18." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Employees performing advisory functions went from 2 to 14." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1.5% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)" ], "quotes": [ "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)." ] } ], "quotes": [ "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)." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/lane42-santa-monica-ca-335548.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 2005932000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335548", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }