# Pearl Lane Advisors, LLC

> Pearl Lane Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 172681
- Filed as: PEARL LANE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172681
- AdvisorCensus page: https://advisorcensus.com/firm/pearl-lane-advisors-llc-new-york-ny-172681

## Quick answers

**How is Pearl Lane Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pearl Lane Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Pearl Lane Advisors, LLC located?**
Pearl Lane Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pearl Lane Advisors, LLC registered with the SEC or a state?**
Pearl Lane Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172681.

**How much does Pearl Lane Advisors, LLC manage?**
Pearl Lane Advisors, LLC reports $78,207,649 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (99% discretionary).

**How have Pearl Lane Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Pearl Lane Advisors, LLC: Regulatory assets under management: $13,500,000 in the October 2021 data and $78,207,649 in the October 2026 data, up 479%. Total employees: 14 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pearl Lane Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Pearl Lane Advisors, 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/172681

**What changed in Pearl Lane Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $78,207,649
- Discretionary: $77,290,553
- Non-discretionary: $917,096

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $78,207,649 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Burlingame, CA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,500,000 | 14 | September 2, 2021 |
| October 2022 | $32,170,127 | 14 | May 13, 2022 |
| October 2023 | $38,627,012 | 19 | June 15, 2023 |
| October 2024 | $74,566,482 | 17 | September 27, 2024 |
| October 2025 | $64,986,057 | 19 | April 30, 2025 |
| October 2026 | $78,207,649 | 15 | May 1, 2026 |

Regulatory assets under management: $13,500,000 in the October 2021 data and $78,207,649 in the October 2026 data, up 479%.
Total employees: 14 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.

### December 2025
- Regulatory assets under management went from $64,986,057 to $83,976,185 (+29%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pearl Lane Advisors, LLC (CRD 172681): Form ADV filing data as of October 2026.