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J.H. LANE PARTNERS, LP

CRD 282383File 801-107731
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$276.0M
Below cohort median (national)
Discretionary AUM
$276.0M
Clients
3
3 accounts
Employees
7
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Apr 22, 2016
Principal office
126 EAST 56TH STREET, SUITE 1002, NEW YORK, NY, 10022
Phone
212-899-9790

Assets & accounts

ADV Item 5F
Total regulatory AUM
$276.0M
Discretionary AUM
$276.0M
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$92.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$276.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees67increased by1
Apr 1, 2026AUM$258,296,332$276,035,355increased by$17,739,023
May 1, 2025
vs Oct 1, 2022
Clients43decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$271,862,332$258,296,332decreased by$13,566,000
May 1, 2025
vs Oct 1, 2022
Accounts43decreased by1
Apr 1, 2022AUM$283,211,873$271,862,332decreased by$11,349,541
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LANE PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LANE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.