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PARK LANE ADVISORS, LLC
CRD 338445File 801-134968
APPROVED
Custody
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$799.0M
Above cohort median (national)
Discretionary AUM
$799.0M
Clients
8
8 accounts
Employees
4
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 15, 2025
- Principal office
- 2025 3RD AVENUE NORTH, SUITE 300, BIRMINGHAM, AL, 35203
- Phone
- (205) 383-8782
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $799.0M
- Discretionary AUM
- $799.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $99.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $749.6M |
| Pooled investment vehicles | 3 | $49.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — EQUITY INTERESTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.