Investment adviser · CRD 282563

DOUGLAS C. LANE & ASSOCIATES

Investment adviser filing (IA)

DOUGLAS LANE & ASSOCIATES, LLC

NEW YORK, NY, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$8.44B
Form ADV · Item 5.F
Client accounts
5,556
Accounts, not individual clients
Employees
37
Reported in this filing
Advisory professionals
17
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals874$7,629,380,95990.4%
Retirement plans27$312,535,0963.7%
Charities14$200,721,6082.4%
Corporations & businesses19$197,138,1852.3%
Individuals210$100,767,5091.2%
Filing source

Form ADV 2069304 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

ONE DAG HAMMARSKJOLD PLAZA, 885 SECOND AVENUE, 42 FLOOR
NEW YORK, NY, 10017, United States

CRD 282563

Filing source

Form ADV 2069304 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.