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LANE Generational LLC

SEC Registered
https://lanegenerational.com617-865-3949
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
86

About the firm

Lane Generational is a boutique active investment manager born out of Fred Lane's wealth of experience in capital markets. Fred's extensive career spans over four decades as an investment banker, private investor, and portfolio manager. The firm manages investments on a discretionary basis.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Active Investment ManagementDiscretionary ManagementCapital MarketsWealth ManagementPortfolio Management

Services

Discretionary investment management, seeking to grow and protect client purchasing power through market cycles and compound wealth above market rates of return.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)15$4.9M
High Net Worth Individuals32$111M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Frederick Carpenter Lane
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 states
HQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#309619
SEC Number
801-119363
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Minimum: $500,000 (waivable)

Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LANE Generational LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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