AUMdb

Fifth Lane Capital, Lp

State-registered Investment Adviser CRD 308318 · SEC file 802-129241 · Austin, TX · www.fifthlane.com
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$159M $300M
Jun 27, 2022 Mar 21, 2023

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $99.8M combined gross assets

FundTypeDomicileGross assetsOwners
Fifth Lane Partners Fund, Lp Hedge Fund Delaware $99.8M 24

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Graf, Susan, Harriett Trustee Aug 2000 (26y) ≈ 14.06% – 56.25% via The Andrew S. Kershner Trust
Kershner, Andrew, Scot Trustee Aug 2000 (26y) ≈ 14.06% – 56.25% via The Andrew S. Kershner Trust
Copeland, Cavan, Flynn Founder, Managing Partner, Limited Partner Jan 2020 (7y) ≈ 0% – 5% via Fifth Lane Capital Gp, Llc
Copeland, Justin, Michael Chief Compliance Officer Jun 2022 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Kershner Trading Group, Llc Partner Jun 2020 A 50% – 75%
Fifth Lane Capital Gp, Llc General Partner Jan 2020 A Less than 5%
Overunder, Llc Managing Member Aug 2000 B ≈ 37.5% – 75% via Kershner Trading Group, Llc
The Andrew S. Kershner Trust Managing Member Nov 2001 B ≈ 28.13% – 75% via Overunder, Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Graf, Susan, Harriett: 50% – 75% of The Andrew S. Kershner Trust × 75% – 100% of Overunder, Llc × 75% – 100% of Kershner Trading Group, Llc × 50% – 75% direct ≈ 14.06% – 56.25% of the firm
  • Kershner, Andrew, Scot: 50% – 75% of The Andrew S. Kershner Trust × 75% – 100% of Overunder, Llc × 75% – 100% of Kershner Trading Group, Llc × 50% – 75% direct ≈ 14.06% – 56.25% of the firm
  • Copeland, Cavan, Flynn: 75% – 100% of Fifth Lane Capital Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
  • Overunder, Llc: 75% – 100% of Kershner Trading Group, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
  • The Andrew S. Kershner Trust: 75% – 100% of Overunder, Llc × 75% – 100% of Kershner Trading Group, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm

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 (1, $99.8M gross assets)

FundTypeGross assetsMin. investmentOwners
Fifth Lane Partners Fund, Lp Hedge Fund $99.8M $1.0M 24

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 607 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

Not reported.

Custody

Firm reports it does not have 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: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗