{"url":"https://nivawealth.com/firms/private-lane-capital-124999","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/124999","regulatoryAum":144086780,"crd":"124999","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1207846","suffix":null,"lastName":"DIBIASIO","firstName":"PAUL","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136114","legalName":"Private Lane Capital, LLC","displayName":"Private Lane Capital","slug":"private-lane-capital-124999","website":"https://privatelanecapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"8 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":13790966.2,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":144086780,"discretionary":144086780,"discretionaryAccounts":12,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5,"regulatoryAum":2161106},{"label":"High-net-worth individuals","clients":5,"regulatoryAum":135748556},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":6177118}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:45:17.998653+00:00","documents":[{"name":"PRIVATE LANE CAPITAL, LLC - 2025 ADV PART 2 - BROCHURE.PDF","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039934","versionId":1039934,"submittedOn":"2026-04-01"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039933","versionId":1039933,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":107769775},{"name":"E*trade Securities LLC","shortName":"E*trade Securities","location":"Jersey City, NJ","smaAssets":5557658},{"name":"Ally Invest Securities LLC","shortName":"Ally Invest Securities","location":"Charlotte, NC","smaAssets":351338},{"name":"RBC Capital Markets, LLC","shortName":"RBC Capital Markets","location":"New York, NY","smaAssets":11050008},{"name":"Raymond James Financial Services, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":3849573}],"custodyNote":"Private Lane Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Paul Dibiasio","title":"Chief Compliance Officer and Managing Member","crd":"1207846"}],"ownership":[{"label":"Paul Dibiasio","detail":"Chief compliance officer and managing member in the 75% or more ownership band and a control person, since May 1999."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-679-7394","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/124999/PDF/124999.pdf","brochureDate":"1 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039934","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Private Lane Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Private Lane Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Private Lane Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Private Lane Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Private Lane Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Private Lane Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Private Lane Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Private Lane Capital?","answer":"Its phone number is 703-679-7394. Its website is privatelanecapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}