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

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

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.

To learn more about the advisors currently working at Autumn Lane Advisory 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.

Name	Location	Years of experience
Thomas Gaylord Jr.	Norwell, MA	—

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