Autumn Lane Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Autumn Lane Advisory LLC is a recently formed investment adviser (initial brochure dated 09/30/26) that offers portfolio management and financial planning to individuals, high‑net‑worth clients, and family offices, and also provides private markets consulting to institutional investors and private fund sponsors. The firm provides services on both discretionary and non‑discretionary bases and tailors engagements to clients’ objectives, liquidity needs, and risk tolerances.
The Adviser’s investment process emphasizes customized portfolio construction guided by an Investment Policy Statement and draws on fundamental analysis, modern portfolio theory, and quantitative techniques to allocate across public and private market opportunities. Unlike many firms with no active advisors, Autumn Lane explicitly offers financial planning and accepts non‑AUM fee arrangements (including hourly and fixed fees) in addition to traditional AUM billing.
What is distinctive about the firm is its combination of retail portfolio management for individuals with advisory work for institutional/private market clients, while being a newly formed adviser with no client assets under management as of the brochure date. The firm discloses potential contractual economic participation in certain consulting engagements and states that it provides private markets consulting without acting as a private fund adviser, addressing related conflicts through disclosure and fiduciary policies.
Client services
Expertise
Occupation focus
Fee options
Approximately $2,500 to $15,000 or more, depending on scope and complexity
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$250 to $500 per hour
Retainer fees, typically paid periodically (e.g., monthly or quarterly)
Main office
Norwell MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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