Lanx Management provides portfolio management for pooled vehicles and selecting other managers. The firm advises 4 private funds.
Lanx Management reports 15 clients. They include 10 other clients and 5 pooled investment vehicles. Of its assets, 94.4% ($177M across 5 accounts) are managed with discretion; $10.5M across 10 accounts are not. Of its clients, 47% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 33% | 94% |
| Other | 67% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $177M | 94.4% | $35.4M |
| Other | 10 | $10.5M | 5.6% | $1.05M |
| Total | 15 | $188M | 100% | $12.5M |
- Clients
- 5
- Regulatory AUM
- $177M
- AUM share
- 94.4%
- Avg. per client
- $35.4M
- Clients
- 10
- Regulatory AUM
- $10.5M
- AUM share
- 5.6%
- Avg. per client
- $1.05M
Total
- Clients
- 15
- Regulatory AUM
- $188M
- AUM share
- 100%
- Avg. per client
- $12.5M
- Clients outside the U.S.
- 47%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
Lanx Management is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Brian Goldman owns 25% to 50% of Lanx Management. The leadership team of Lanx Management includes Chief Investment Officer Brian Goldman and Chief Compliance Officer Dana Maroney. It has 2 employees, 1 of them in advisory roles.
Leadership
- Dana MaroneyChief Compliance Officer
- Howard FriedmanMember Lanx Management, LLC & Lanx Capital, LLC
- Brian GoldmanManaging Member Lanx Management, LLC & Lanx Capital, LLC, Chief Investment Officer
- Blake MorrisonMember Lanx Management, LLC & Lanx Capital, LLC
- Morris WolfsonMember Lanx Management, LLC & Lanx Capital, LLC
- Aaron WolfsonMember Lanx Management, LLC & Lanx Capital, LLC
- Abraham WolfsonMember Lanx Management, LLC & Lanx Capital, LLC
Staff
- 2 employees
- 1 in advisory functions
- 2 soliciting firms
- Owns 25% to 50% of Lanx Management, LLC
Brian Goldman
Control person · since August 2001
- Owns 10% to 25% of Lanx Management, LLC
Howard Friedman
since August 2001
- Owns 10% to 25% of Lanx Management, LLC
Aaron Wolfson
since August 2001
- Owns 10% to 25% of Lanx Management, LLC
Abraham Wolfson
since August 2001
- Owns 10% to 25% of Lanx Management, LLC
Morris Wolfson
since August 2001
- Owns 5% to 10% of Lanx Management, LLC
Blake Morrison
since April 2017
Lanx Management’s regulatory assets fell from $363M (July 2021) to $188M (March 2026); clients rose from 6 to 15 and employees fell from 4 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $188M | 15 | 2 | 2 |
| March 2025 | $181M | 15 | 2 | 2 |
| July 2024 | $212M | 15 | 3 | 3 |
| August 2023 | $245M | 12 | 4 | 3 |
| June 2022 | $288M | 8 | 4 | 2 |
| July 2021 | $363M | 6 | 4 | 2 |
Besides its headquarters, Lanx Management has 1 office (1 private residence, listed without an address), with 1 listed address in New York.
New York · 1 listed address
- 75 South Broadway, Suite 4-747, White PlainsHQ
Contact and registration details
- Legal name
- Lanx Management, LLC
- Headquarters
- 75 South Broadway, Suite 4-747, White Plains, NY 10601
- Website
- lanxpartners.com
- Phone
- 212-682-9075
- SEC file
- 801-71650
- Structure
- Delaware LLC
- Fiscal year end
- December
Lanx Management has custody of $171M in client assets for 5 clients.
At year end, Lanx Management’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Lanx Management have?
Lanx Management has 15 clients and manages $188 million for them, as of March 2026. They include 10 other clients and 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Lanx Management offer?
Lanx Management provides portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Lanx Management have?
Lanx Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 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 Lanx Management invest in?
At the end of its last fiscal year, Lanx Management’s separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lanx Management?
Lanx Management’s direct owners are Brian Goldman, Howard Friedman, Aaron Wolfson, Abraham Wolfson, Morris Wolfson and Blake Morrison, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Lanx Management get paid?
Lanx Management is paid through a percentage of assets under management, performance-based fees and other compensation. 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 Lanx Management?
Lanx Management’s main office is at 75 South Broadway, Suite 4-747, White Plains, NY 10601. Its phone number is 212-682-9075. Its website is lanxpartners.com.