Allocator Index · CRD 150888

LANIER ASSET MANAGEMENT, LLC

Louisville, KY · 502-909-1100 · linkedin.com/lanierassetmanagementllc

SEC IAPD record ↗

Fit score

74

  • real_estate_fund+40
  • aum $100M-$250M+16
  • hnw>=25+10
  • hnw_majority+8

HNW clients

51

Other individuals

45

HNW assets

$115.6M

Total AUM

$141.7M

Employees

2

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
LANIER AVALON FUND, LLCReal Estate Fund$8.1M
LANIER FOUR CHARTERS FUND, LLCReal Estate Fund$7.1M
LANIER BRIDGEPOINTE GARDENS FUND, LLCReal Estate Fund$903K