Updated January 31, 2024
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Douglas C. Lane & Associates

Investment Advisor Firm
Total assets under management$7B
Years in business30+

About Douglas C. Lane & Associates

Douglas C. Lane & Associates, LLC is an established investment advisory firm headquartered in New York City. Founded in 1994 by Doug and Gay Lane, the firm manages significant capital for a diverse clientele worldwide. Operating independently with a team of 36 associates, including 10 partners, the company distinguishes itself through a commitment to personalized client service and proprietary fundamental research. Focused on individual equity and fixed-income securities, the firm adheres to a "core" approach, investing across sectors and geographies to deliver attractive long-term returns. With a history marked by economic shifts and financial crises, the firm's resilience lies in its dedication to directly analyzing and understanding the stocks and bonds of individual companies. Positioned in midtown Manhattan, Douglas C. Lane & Associates continues to invest in talent, technology, and resources, positioning itself for sustained growth in navigating global economic opportunities and market volatility.

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Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Advisory
  2. Portfolio Management
  3. Fundamental Research
  4. Individual Equity
  5. Fixed-income Securities
  6. Core Investing
  7. Global Opportunities
  8. Financial Markets

More about Douglas C. Lane & Associates

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28256314

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