Lanier Asset Management, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 20, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $21.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lanier Avalon Fund, Llc | Real Estate Fund | Delaware | $8.1M | 48 |
| Lanier Four Charters Fund, Llc | Real Estate Fund | Delaware | $7.1M | 39 |
| Lanier Bridgepointe Gardens Fund, Llc | Real Estate Fund | Delaware | $6.6M | 29 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Robert Hoffman | Managing Member | Jul 2009 (17y) | 50% – 75% | |
| Beaver, Junius, Verne | Managing Member | Aug 2009 (17y) | 25% – 50% | |
| Durbin, Deidre, Marie | Chief Compliance Officer | Jul 2011 (15y) | Less than 5% |
Undisclosed: 0% – 25% 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 (3, $21.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lanier Avalon Fund, Llc | Real Estate Fund | $8.1M | $100K | 48 |
| Lanier Four Charters Fund, Llc | Real Estate Fund | $7.1M | $100K | 39 |
| Lanier Bridgepointe Gardens Fund, Llc | Real Estate Fund | $6.6M | $100K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.44 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
Not reported.
Custody
Reported custodians
- Pershing $64.9M (46% of AUM) May 2026
- Umb Financial Services, Inc. $40.5M (29% of AUM) May 2026
- The Vanguard Group, Inc. $24.4M (11% of AUM) Nov 2022
- Fidelity Brokerage Services $9.2M (6% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 20, 2026.
View current Form ADV (SEC/IAPD) ↗