A complete list of active advisors currently associated with Private Lane Capital, LLC

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

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.

To learn more about the advisors currently working at Private Lane Capital, 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.