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LANE GENERATIONAL LLC

CRD 309619 · SEC 801-119363

Visit website

VT, United States

Phone

617-865-3949

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$139.3M

Discretionary AUM

$139.3M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals15$4.9M
High net worth individuals32$111.4M
Corporations/business entities3$23.0M

States served

VT, CA, CO, MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD