Private Lane Capital provides portfolio management for individuals and small businesses.
Private Lane Capital reports 11 clients. They include 5 individual clients, 5 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($144M across 12 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 1% |
| High-net-worth individuals | 45% | 94% |
| Pension and profit-sharing plans | 9% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $2.16M | 1.5% | $432K |
| High-net-worth individuals | 5 | $136M | 94.2% | $27.1M |
| Pension and profit-sharing plans | 1 | $6.18M | 4.3% | $6.18M |
| Total | 11 | $144M | 100% | $13.1M |
- Clients
- 5
- Regulatory AUM
- $2.16M
- AUM share
- 1.5%
- Avg. per client
- $432K
- Clients
- 5
- Regulatory AUM
- $136M
- AUM share
- 94.2%
- Avg. per client
- $27.1M
- Clients
- 1
- Regulatory AUM
- $6.18M
- AUM share
- 4.3%
- Avg. per client
- $6.18M
Total
- Clients
- 11
- Regulatory AUM
- $144M
- AUM share
- 100%
- Avg. per client
- $13.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Private Lane Capital is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Paul Dibiasio owns 75% or more of Private Lane Capital. The leadership team of Private Lane Capital includes Chief Compliance Officer Paul Dibiasio. It has 1 employee.
Leadership
- Paul DibiasioChief Compliance Officer and Managing Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Private Lane Capital, LLC
Paul Dibiasio
Control person · since May 1999
Besides its headquarters, Private Lane Capital has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Private Lane Capital, LLC
- Headquarters
- Not reported
- Website
- privatelanecapital.com
- Phone
- 703-679-7394
- SEC file
- 801-136114
- Structure
- Virginia LLC
- Fiscal year end
- December
Private Lane Capital’s named custodians for separately managed accounts include Charles Schwab ($108M, 84%), RBC Capital Markets ($11.1M, 9%) and E*trade Securities ($5.56M, 4%). Private Lane Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $108M84%
- E*trade SecuritiesE*trade Securities LLC · Jersey City, NJ · $5.56M4%
- RBC Capital MarketsRBC Capital Markets, LLC · New York, NY · $11.1M9%
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $3.85M3%
- Ally Invest SecuritiesAlly Invest Securities LLC · Charlotte, NC · $351K0%
At year end, Private Lane Capital’s separately managed accounts were mostly in stocks (98%).
What the accounts hold
- Stocks98%
- Cash2%
How many clients does Private Lane Capital have?
Private Lane Capital has 11 clients and manages $144 million for them, as of September 2026. They include 5 individual clients, 5 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Private Lane Capital offer?
Private Lane Capital provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Private Lane Capital use?
Private Lane Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $108M, RBC Capital Markets, LLC (New York, NY), with $11.1M, E*trade Securities LLC (Jersey City, NJ), with $5.56M, Raymond James Financial Services, Inc. (St. Petersburg, FL), with $3.85M and Ally Invest Securities LLC (Charlotte, NC), with $351K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Private Lane Capital have?
Private Lane Capital has 1 investment adviser representative registered with state securities authorities, out of 1 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 Private Lane Capital invest in?
At the end of its last fiscal year, Private Lane Capital’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Private Lane Capital?
Private Lane Capital’s direct owner is Paul Dibiasio (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Private Lane Capital get paid?
Private Lane Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees 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 Private Lane Capital?
Its phone number is 703-679-7394. Its website is privatelanecapital.com.