LP Profile

Lane Generational

Also known as lane generational

Wealth ManagerDover, United StatesFounded 2020
$143M
Assets Under Management
Dover
Headquarters
Investment Focus

About Lane Generational

Lane Generational is a boutique active investment manager based in Dover, United States, founded in September 2020 by Fred Lane, who serves as founder, CEO and CIO. The firm manages investments on a discretionary basis and reports about $143 million in assets under management. Its stated objective is to grow and protect client purchasing power through market cycles and to compound wealth above market rates of return. Its strategies draw on the founder's more than 40 years of experience as an investment banker, private equity investor and portfolio manager across multiple asset classes. Before founding the firm he held senior roles at Raymond James and earlier founded the investment bank Lane, Berry & Co. International.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lane Generational from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$139.3M
Total Clients
86
Filing Date
May 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Lane Generational?

Lane Generational is a wealth manager based in Dover, United States, managing approximately $143M in assets.

Where is Lane Generational headquartered?

Lane Generational is headquartered in Dover, United States.

How much does Lane Generational manage?

Lane Generational manages approximately $143M in assets under management.

When was Lane Generational founded?

Lane Generational was founded in 2020.

How can I contact Lane Generational?

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