A complete list of active advisors currently associated with Autumn Lane Advisors, LLC

Warmer can help you find a great advisor at Autumn Lane Advisors, LLC or one who fits your needs even better.

Autumn Lane Advisors provides personalized wealth management and investment consulting to ultra-high net worth individuals and family offices and serves as investment adviser to a range of pooled vehicles. The firm offers discretionary wealth management, non-discretionary consulting, and advisory services to multiple private investment funds and feeder vehicles. ALA implements client asset allocations primarily by selecting and overseeing third‑party managers and conducting quantitative and qualitative due diligence, then allocating across public and private markets including equities, fixed income, hedge funds, private equity, private real estate and private credit. For both pooled funds and separately managed accounts the firm discloses the use of option overlay strategies, derivatives and borrowing as implementation tools and delivers quarterly performance reporting and audited fund financials to investors. Distinctive features include managing roughly $1.2 billion of regulatory AUM with a four‑person advisory team (a relatively high AUM per advisor) and acting as general partner and sponsor for a suite of private funds and feeder vehicles, including two funds that provide for a 10% performance‑based allocation to the general partner. The brochure discloses the owners’ economic interests in affiliated general partners and describes mitigation measures such as engagement of an independent third‑party administrator, PCAOB‑audited annual financial statements and written policies and procedures.

To learn more about the advisors currently working at Autumn Lane Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.