Investment adviser · CRD 105968

LANE BROTHERS INVESTMENT COUNSEL

Investment adviser filing (IA)

LANE BROTHERS & CO INC

PRESCOTT, AZ, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $240M
Client accounts: 979
Employees: 6
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	43	$120,410,262	50.2%
Individuals	290	$101,343,981	42.2%
Corporations & businesses	Fewer than 5	$9,810,876	4.1%
Charities	Fewer than 5	$7,043,878	2.9%
Retirement plans	Fewer than 5	$1,105,296	0.5%
Pooled investment vehicles	1	$385,567	0.2%

Filing source

Form ADV 2081980 · Mar 27, 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

4 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.

GROTON PARTNERS, LLCReal Estate Fund · Last reported Mar 27, 2026$386KGross asset value

Auditor PFK O'CONNOR DAVIES, LLP NEW YORK, New York, United States

Custodian ACADEMY BANK SCOTTSDALE, Arizona, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PFK O'CONNOR DAVIES, LLP
PCAOB 127

Fund details & source

Fund ID: 805-5426123687
Reported beneficial owners: 15
Minimum commitment: $25K

Form ADV 2081980 · Mar 27, 2026 · Schedule D 7.B.(1)

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

CHEBACCO PARTNERS, LLCReal Estate Fund · Last reported Aug 15, 2024$2.22MGross asset value

Auditor PKF O'CONNOR DAVIES, LLP NEW YORK, New York, United States

Custodian ACADEMY BANK SCOTTSDALE, Arizona, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PKF O'CONNOR DAVIES, LLP
PCAOB 127

Fund details & source

Fund ID: 805-8824048231
Reported beneficial owners: 18
Minimum commitment: $25K

Form ADV 1895647 · Aug 15, 2024 · Schedule D 7.B.(1)

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

LANE TRADING PARTNERS, LPReal Estate Fund · Last reported Apr 20, 2012$2MGross asset value

Auditor PKF O'CONNOR DAVIES NEW YORK, New York, United States

Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-6445548437
Reported beneficial owners: 27
Minimum commitment: $25K

Form ADV 642190 · Apr 20, 2012 · Schedule D 7.B.(1)

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

BOND HOUSE PARTNERS LLCOther Private Fund · Last reported Aug 15, 2024$1.87MGross asset value

Fund administrator LANE BROTHERS & CO., INC. PRESCOTT, Arizona, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor PKF O'CONNOR DAVIES LLP NEW YORK, New York, United States

Custodian ACADEMY BANK SCOTTSDALE, Arizona, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PKF O'CONNOR DAVIES LLP
PCAOB 127

Fund details & source

Fund ID: 805-2851598262
Reported beneficial owners: 18
Minimum commitment: $25K

Form ADV 1895647 · Aug 15, 2024 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1560 PLAZA WEST DRIVE
PRESCOTT, AZ, 86303, United States

CRD 105968

Filing source

Form ADV 2081980 · Mar 27, 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.