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 Feb 19, 2026
- Regulatory AUM
- $624M
- Discretionary
- $624M
- Clients
- 5
- Avg AUM / client
- $125M
- Accounts
- 5
- Employees
- 4
AUM over time
$554M
$624M
Nov 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 5 | $624M | 100.0% |
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
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Regions Financial Corp $81.1M (13% of AUM) Feb 2026
- Fidelity Investments $55.8M (9% of AUM) Feb 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: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗