Private Lane Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$137,909,662
Clients
10
Advisors
2
across 2 offices
About
Private Lane Capital provides discretionary portfolio management to high‑net‑worth individuals, families, profit‑sharing and pension plans, and other entities, with client assets held at independent third‑party custodians. As of year‑end 2024 the firm reported approximately $128.8 million in assets under management across nine client accounts and focuses on investment management rather than financial planning or wrap‑fee arrangements.
The firm pursues a concentrated, equity‑focused strategy aimed at long‑term capital appreciation, blending technical factors (for example, relative strength and basing patterns) with fundamental valuation in security selection and generally maintaining long‑only positions. For suitable accounts it may employ option strategies (naked puts, covered calls, spreads), invest in smaller‑cap and emerging‑market securities (including ADRs and local exchanges), and consider private placement investments on a deal‑by‑deal basis for qualified investors.
Noteworthy distinctions include an affiliation with Di Biasio & Edgington, Inc., a proprietary research and software company majority‑owned by the firm’s principal, which the adviser uses alongside other research sources. The firm also discloses several practices that are less common among peers — it accepts pension/profit‑sharing clients, employees may invest alongside clients in private placements with stated allocation policies, and it typically does not accept proxy‑voting authority for publicly traded securities.
Client services
Expertise
Occupation focus
Fee options
$250,000 - $500,000: 2.00% $500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Account minimum: $500,000 minimum; no minimum for active duty and retired military personnel Fee-only: Management fee charged as percentage of assets under management; no commissions; no additional fee types mentioned other than private placement surcharge.
Main office
See officeKey Biscayne FL
Advisors at this office
1
Most active in
Virginia
Also doing business as
Di Biasio & Edgington Management,LLC · Private Lane Capital, LLC
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.
Advisors at this firm
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