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LANIER ASSET MANAGEMENT, LLC

dba LANIER ASSET MANAGEMENT, LLC · CRD 150888 · Registered Investment Adviser

Custody via related personManages private funds

LANIER ASSET MANAGEMENT, LLC is a Registered Investment Adviser headquartered in LOUISVILLE, KY. The firm reports $141,686,194 in regulatory assets under management across 225 accounts, and manages 3 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$140,067,530
Non-discretionary$1,618,664
Total RAUM$141,686,194
Accounts225

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 150888. adviserinfo.sec.gov/firm/summary/150888.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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