Private Lane Capital provides investment management services, making investment decisions for client portfolios held at independent custodians. The firm primarily uses an equity strategy with concentrated portfolios in U.S. companies, but may invest in international securities. Private Lane Capital aims to maximize returns and does not mimic market indexes. They may use stock options to increase portfolio income and reduce risk. The firm does not provide financial planning, asset allocation advice, or commodity trading.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Account fees are negotiable if the new account represents a portion of a larger account or one of several related accounts that may be managed in the future. Account fees are negotiable if a significant portion of the assets under management have been identified as securities that are not to be sold. For clients with segregated custodial accounts in fixed income only, the fee is 0.30%. There is a surcharge of 1.25% on management of private placement securities. Active duty and retired military personnel pay 0% for the first $250,000 in assets.