Lanx Management, Llc
- Regulatory AUM
- $188M
- Discretionary
- $177M
- Clients
- 15
- Avg AUM / client
- $12.5M
- Accounts
- 15
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $177M | 94.4% |
| Other | 10 | $10.5M | 5.61% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $204M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Lanx Fund Lp | Hedge Fund | Delaware | $78.3M | 56 |
| Lanx Offshore Partners, Ltd | Hedge Fund | Cayman Islands | $61.1M | 25 |
| Lanx Concentrated Fund I, Lp master | Hedge Fund | Delaware | $53.9M | 48 |
| Lanx Opportunity Fund, Llc Series 1 | Hedge Fund | Delaware | $10.0M | 15 |
| Lanx Mj Holdings Llc | Hedge Fund | Delaware | $412K | 1 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian David Goldman | Managing Member Lanx Management, Llc & Lanx Capital, Llc, Chief Investment Officer | Aug 2001 (25y) | 25% – 50% | |
| Friedman, Howard | Member Lanx Management, Llc & Lanx Capital, Llc | Aug 2001 (25y) | 10% – 25% | |
| Wolfson, Aaron | Member Lanx Management, Llc & Lanx Capital, Llc | Aug 2001 (25y) | 10% – 25% | |
| Wolfson, Abraham, N | Member Lanx Management, Llc & Lanx Capital, Llc | Aug 2001 (25y) | 10% – 25% | |
| Wolfson, Morris | Member Lanx Management, Llc & Lanx Capital, Llc | Aug 2001 (25y) | 10% – 25% | |
| Morrison, Blake, Chandler | Member Lanx Management, Llc & Lanx Capital, Llc | Apr 2017 (9y) | 5% – 10% | |
| Maroney, Dana | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $204M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Lanx Fund Lp | Hedge Fund | $78.3M | $1.0M | 56 |
| Lanx Offshore Partners, Ltd | Hedge Fund | $61.1M | $1.0M | 25 |
| Lanx Concentrated Fund I, Lp | Hedge Fund | $53.9M | $1.0M | 48 |
| Lanx Opportunity Fund, Llc Series 1 | Hedge Fund | $10.0M | $500K | 15 |
| Lanx Mj Holdings Llc | Hedge Fund | $412K | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.97 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • VARIABLE NEGOTIATED FEES
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗