Chamberlain Lane Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Chamberlain Lane Capital, LLC advises institutional and high‑net‑worth clients, including corporations, foundations, family offices, and retirement and pension plans, offering discretionary and non‑discretionary portfolio management. Financial planning is generally provided in conjunction with portfolio management rather than as a standalone service, and the firm is newly formed and currently reports no assets under management.
The firm develops individualized Investment Plans informed by a Financial Profile that captures clients’ goals, experience, and risk tolerance, and implements those plans using a range of analytical approaches (fundamental, technical, quantitative, charting, and cyclical). Investment implementation can include traditional securities and pooled funds as well as derivatives and alternatives — options, futures, short sales, margin, structured products, private investments, real estate, and emerging‑markets exposures — depending on client objectives.
Notable distinctions in the brochure include the firm’s use of performance‑based fee arrangements for qualified clients and explicit side‑by‑side management policies, which the firm acknowledges create potential conflicts it seeks to mitigate through disclosures and internal policies. The brochure also states the firm generally does not vote client proxies and that it participates in the Schwab Advisor Services institutional platform, receiving operational and research benefits from that custodian that the firm discloses as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Active portfolio management
Fee options
Up to 1.25%, individually negotiated, depending on level of engagement
Percentage of client’s annualized return in excess of an established benchmark for qualified clients, based on terms in the investment advisory agreement
Account minimum: $10 million
Main office location
Chamberlain Lane Capital, LLC
Nashville TN, United States
Number of offices
1
Most active in
Chamberlain Lane Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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