Park Lane Advisors, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 338445
· SEC file 801-134968
· Birmingham, AL
· tenet-partners.com
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ADV data as of Oct 28, 2026
- Regulatory AUM
- $799M
- Discretionary
- $799M
- Clients
- 8
- Avg AUM / client
- $99.9M
- Accounts
- 8
- Employees
- 4
AUM over time
$554M
$799M
Nov 14, 2025
Oct 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $49.4M | 6.18% |
| Corporations and other businesses | 5 | $750M | 93.8% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 908 KB | 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
- • EQUITY INTERESTS
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Regions Financial Corp $123M (15% of AUM) Oct 2026
- Columbia Bank Dba Columbia Private Trust Custodian Fbo $98.1M (12% of AUM) Oct 2026
- Fidelity Investments $76.8M (10% of AUM) Oct 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 28, 2026.
View current Form ADV (SEC/IAPD) ↗