Lane Generational provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Lane Generational reports 50 clients. They include 32 high-net-worth individuals, 15 individual clients, and 3 corporations and other businesses. Of its assets, 100.0% ($139M across 86 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 4% |
| High-net-worth individuals | 64% | 80% |
| Corporations and other businesses | 6% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 15 | $4.9M | 3.5% | $327K |
| High-net-worth individuals | 32 | $111M | 80.0% | $3.48M |
| Corporations and other businesses | 3 | $23M | 16.5% | $7.67M |
| Total | 50 | $139M | 100% | $2.79M |
- Clients
- 15
- Regulatory AUM
- $4.9M
- AUM share
- 3.5%
- Avg. per client
- $327K
- Clients
- 32
- Regulatory AUM
- $111M
- AUM share
- 80.0%
- Avg. per client
- $3.48M
- Clients
- 3
- Regulatory AUM
- $23M
- AUM share
- 16.5%
- Avg. per client
- $7.67M
Total
- Clients
- 50
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- $2.79M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Lane Generational is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Stand-alone financial planning is billed at a standard hourly fee of $500, or as a fixed fee set from the estimated hours of the engagement and negotiable.
Lane Investment Holdings LLC owns 75% or more of Lane Generational and is in turn owned by Frederick Lane (75% or more). Frederick Lane is CEO; the leadership team includes Chief Compliance Officer Giselle Casella. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Lane Generational LLC
Lane Investment Holdings LLC
Control person · since December 2021
- Owns 75% or more of Lane Investment Holdings LLC
Frederick Lane
Control person · since December 2021
Lane Generational’s regulatory assets fell from $147M (March 2021) to $139M (May 2026); clients rose from 45 to 50 and employees fell from 4 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $139M | 50 | 2 | 3 |
| Feb 2025February 2025 | $118M | 46 | 2 | 3 |
| Feb 2024February 2024 | $110M | 49 | 2 | 3 |
| Jun 2023June 2023 | $95.7M | 53 | 2 | 3 |
| Jun 2022June 2022 | $143M | 55 | 3 | 3 |
| Mar 2021March 2021 | $147M | 45 | 4 | 1 |
Besides its headquarters, Lane Generational has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Lane Generational LLC
- Headquarters
- Not reported
- Website
- lanegenerational.com
- Phone
- 617-865-3949
- @lane-generational
- SEC file
- 801-119363
- Structure
- Delaware LLC
- Fiscal year end
- December
Lane Generational’s named custodian for separately managed accounts is Fidelity ($139M). Lane Generational has custody of $15.1M for 5 clients.
- FidelityNational Financial Services LLC · Boston, MA · $139M100%
At year end, Lane Generational’s separately managed accounts were mostly in stocks (77%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $114M across 43 positions; the largest are Spire Global Inc. (10.2%), Clearpoint Neuro Inc. (7.0%) and Agnico Eagle Mines Ltd (5.8%).
What the accounts hold
- Stocks77%
- Funds23%
How many clients does Lane Generational have?
Lane Generational has 50 clients and manages $139 million for them, as of May 2026. They include 32 high-net-worth individuals, 15 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Lane Generational offer?
Lane Generational provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lane Generational use?
Lane Generational’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $139M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Lane Generational have?
Lane Generational has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lane Generational invest in?
At the end of its last fiscal year, Lane Generational’s separately managed accounts held 77% exchange-traded equities and 23% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lane Generational?
Lane Generational is owned through a holding company by Frederick Lane. Its direct owner is Lane Investment Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Lane Generational get paid?
Lane Generational is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lane Generational?
Its phone number is 617-865-3949. Its website is lanegenerational.com.
