Autumn Lane Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $777M
- Clients
- 73
- Avg AUM / client
- $16.4M
- Accounts
- 926
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 59 | $770M | 64.3% |
| Pooled investment vehicles (non-investment companies) | 13 | $420M | 35.1% |
| Corporations and other businesses | 1 | $8.0M | 0.66% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $329M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Autumn Lane Diversified Strategies, Lp | Hedge Fund | Delaware | $102M | 31 |
| Autumn Lane Alpha Opportunities, Lp | Hedge Fund | Texas | $50.2M | 31 |
| Al Hilltop V, Lp | Real Estate Fund | Texas | $28.7M | 103 |
| Al Eetf I, Lp | Private Equity Fund | Texas | $27.9M | 122 |
| Al Cap91 Partners | Private Equity Fund | Texas | $26.5M | 81 |
| Al Ilp Ii, Lp | Real Estate Fund | Texas | $21.7M | 24 |
| Al Spicewood I, Lp | Real Estate Fund | Texas | $21.1M | 82 |
| Al Plus Capital I, Lp | Venture Capital Fund | Texas | $17.8M | 16 |
| Al Adef Iv, Lp | Real Estate Fund | Texas | $14.0M | 11 |
| Al Red Dot Iv, Lp | Real Estate Fund | Texas | $12.2M | 28 |
| Al Adef Iii, Lp | Real Estate Fund | Texas | $3.5M | 8 |
| Al Capridge Sanvoss, Lp | Real Estate Fund | Texas | $2.2M | 10 |
| Al Plus Capital Ii, Lp | Venture Capital Fund | Texas | $1.1M | 29 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Edwin Andrew | Manager | Sep 2014 (12y) | 50% – 75% | |
| Steven Dudley Oldham | Member/Cco | CFA | Jan 2020 (7y) | 25% – 50% |
| James Stanley Mooney | Chief Investment Officer, Partner | Jan 2024 (3y) | 25% – 50% | |
| Stephen Blake Burton | Registered representative | CFP | Apr 2022 (4y) |
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 (13, $329M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Autumn Lane Diversified Strategies, Lp | Hedge Fund | $102M | $1.0M | 31 |
| Autumn Lane Alpha Opportunities, Lp | Hedge Fund | $50.2M | $250K | 31 |
| Al Hilltop V, Lp | Real Estate Fund | $28.7M | $1 | 103 |
| Al Eetf I, Lp | Private Equity Fund | $27.9M | $1 | 122 |
| Al Cap91 Partners | Private Equity Fund | $26.5M | $1 | 81 |
| Al Ilp Ii, Lp | Real Estate Fund | $21.7M | $1 | 24 |
| Al Spicewood I, Lp | Real Estate Fund | $21.1M | $1 | 82 |
| Al Plus Capital I, Lp | Venture Capital Fund | $17.8M | $1 | 16 |
| Al Adef Iv, Lp | Real Estate Fund | $14.0M | $1 | 11 |
| Al Red Dot Iv, Lp | Real Estate Fund | $12.2M | $1 | 28 |
| Al Adef Iii, Lp | Real Estate Fund | $3.5M | $1 | 8 |
| Al Capridge Sanvoss, Lp | Real Estate Fund | $2.2M | $1 | 10 |
| Al Plus Capital Ii, Lp | Venture Capital Fund | $1.1M | $1 | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 3.46 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $352M (29% of AUM) Feb 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: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗