AdvisorCensus / Financial advisors / New York / New York / Lanx Management, LLC
Lanx Management, LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Lanx Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Lanx Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
What does Lanx Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Lanx Management, LLC located?
Lanx Management, LLC's principal office is in White Plains, NY, according to its Form ADV.
Is Lanx Management, LLC registered with the SEC or a state?
Lanx Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 138305.
How much does Lanx Management, LLC manage?
Lanx Management, LLC reports $187,712,765 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary).
How have Lanx Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Lanx Management, LLC: Regulatory assets under management: $362,799,000 in the October 2021 data and $187,712,765 in the October 2026 data, down 48%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lanx Management, LLC serve?
By number of clients on Form ADV Item 5.D: other (10); pooled investment vehicles (other than investment companies and business development companies) (5).
Does Lanx Management, LLC 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/138305
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
- Other
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: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Generally, the Management Fee for the Lanx Funds is set forth in the Investment Management Agreement between the Company and each of the Lanx Funds and ranges between 0.5%-1.5%.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$187,712,765 as of October 2026, filing dated March 31, 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)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2010 (16 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- 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 | $187,712,765 | 2 | March 31, 2026 |
| October 2025 | $180,983,835 | 2 | March 31, 2025 |
| October 2024 | $211,674,002 | 3 | July 10, 2024 |
| October 2023 | $245,022,000 | 4 | August 8, 2023 |
| October 2022 | $287,973,000 | 4 | June 29, 2022 |
| October 2021 | $362,799,000 | 4 | July 12, 2021 |
Regulatory assets under management: $362,799,000 in the October 2021 data and $187,712,765 in the October 2026 data, down 48%.
Total employees: 4 in October 2021 and 2 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. Lanx Management, LLC (CRD 138305): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lanx-management-llc-white-plains-ny-138305