Investment adviser · CRD 150888
LANIER ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
LOUISVILLE, KY, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $142M Form ADV · Item 5.F
- Client accounts
- 225 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $115,630,244 | 81.6% |
| Pooled investment vehicles | 3 | $16,053,000 | 11.3% |
| Individuals | 45 | $8,957,921 | 6.3% |
| Retirement plans | 4 | $1,045,029 | 0.7% |
Filing source
Form ADV 2107919 · May 26, 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
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LANIER AVALON FUND, LLCReal Estate Fund · Last reported May 26, 2026$8.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-8260743156
- Reported beneficial owners
- 48
- Minimum commitment
- $100K
- Form D file number
- 021-417942
Form ADV 2107919 · May 26, 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.
LANIER FOUR CHARTERS FUND, LLCReal Estate Fund · Last reported May 26, 2026$7.05MGross asset value
Form D fundraising filings
Lanier Four Charters Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-2199452685
- Reported beneficial owners
- 39
- Minimum commitment
- $100K
- Form D file number
- 021-417943
Form ADV 2107919 · May 26, 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.
LANIER BRIDGEPOINTE GARDENS FUND, LLCReal Estate Fund · Last reported May 26, 2026$903KGross asset value
Form D fundraising filings
Lanier Bridgepointe Gardens Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHERRY BEKAERT LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-8938091069
- Reported beneficial owners
- 29
- Minimum commitment
- $100K
- Form D file number
- 021-377623
Form ADV 2107919 · May 26, 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.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2321 LIME KILN LANE, SUITE DLOUISVILLE, KY, 40222, United States
CRD 150888
Filing source
Form ADV 2107919 · May 26, 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.