# 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.

- CRD: 138305
- Filed as: LANX MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: White Plains, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138305
- AdvisorCensus page: https://advisorcensus.com/firm/lanx-management-llc-white-plains-ny-138305

## Quick answers

**How 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.

**How much does Lanx Management, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $187,712,765
- Discretionary: $177,189,616
- Non-discretionary: $10,523,149

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $177,189,616 |
| Other | 10 | $10,523,149 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lanxpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $362,799,000 | 4 | July 12, 2021 |
| October 2022 | $287,973,000 | 4 | June 29, 2022 |
| October 2023 | $245,022,000 | 4 | August 8, 2023 |
| October 2024 | $211,674,002 | 3 | July 10, 2024 |
| October 2025 | $180,983,835 | 2 | March 31, 2025 |
| October 2026 | $187,712,765 | 2 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lanx Management, LLC (CRD 138305): Form ADV filing data as of October 2026.