Lane Generational LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$116,275,241
Clients
47
Advisors
2
across 2 offices
About
Lane Generational LLC provides discretionary investment management, financial planning and consultative services to individuals (including high-net-worth clients), charitable trusts and foundations, and investors in its private fund, the Helix Opportunities Fund. The firm also offers standalone financial planning engagements and limited digital-asset advisory services to Qualified Clients.
The firm’s investment process emphasizes model-based, long-term equity strategies built largely with ETFs and driven by fundamental analysis, while allowing tactical rebalancing and customized allocations for clients with substantial assets. Lane also employs a wider set of instruments when appropriate—including bonds, warrants, options and, at times, short positions—and provides a buy-and-hold advisory service for Bitcoin to Qualified Clients.
What sets Lane apart from many peers is its use of performance-based fee arrangements for its digital-asset advisory service and its private fund and the firm’s disclosure that it advertises performance and predecessor performance. The firm’s private fund strategy explicitly uses derivatives, futures and short-selling, and Lane’s relatively concentrated client base and mid-sized asset base suggest a focus on customized portfolio solutions not common at larger firms.
Client services
Expertise
Fee options
Fixed fees for financial planning services, negotiated based on engagement complexity
1% annually
$500/hour for financial planning services
15% of net gains for Digital Assets Advisory Services and Helix Fund (Qualified Clients)
Account minimum: $500,000
Main office
See officePalm Beach FL
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Florida · Massachusetts · New Hampshire · Texas · Vermont
Also doing business as
Lane Generational · Lane Generational LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Quick links
Advisors at this firm
John S
Series 66
Steamboat Springs, CO
Lane Generational LLC
John Schibli Jr. is a financial advisor at Lane Generational LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Lane Generational since 2020, with prior experience at Raymond James & Associates. Outside of his advisory role, he is the co-founder and CEO of Wreath, Inc., a digital card sharing platform. Lane Generational LLC provides discretionary investment management, financial planning, and consultative services to individuals, charitable trusts, foundations, and investors in its private fund. The firm emphasizes model-based, long-term equity strategies primarily using ETFs, alongside diversified instruments and customized allocations for clients with substantial assets.
Frederick L
Series 63, Series 65
Palm Beach, FL
Lane Generational LLC
Frederick Lane is a financial advisor at Lane Generational LLC in Palm Beach, FL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2014 to 2020. Lane also serves as a non-compensated trustee of charitable and family trusts. Lane Generational advises individual and high-net-worth clients, offering discretionary investment management, model-based concentrated equity strategies, and financial planning. The firm’s approach is long-term and conviction-driven, incorporating fundamental analysis and allowing customized allocations, including a digital-assets advisory service focused on Bitcoin for qualified investors.
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