LANIER ASSET MANAGEMENT, LLC
CRD #150888 SEC #801-107331 LOUISVILLE, KY 502-909-1100
SEC Registered Private Funds
Total AUM
$139.8M
Discretionary
$127.8M
Employees
2
Clients
1
Accounts
241
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $139.8M | $127.8M | $12.1M | 2 | 0 |
| Oct 2025 | $139.8M | $127.8M | $12.1M | 2 | 0 |
| Sep 2025 | $139.8M | $127.8M | $12.1M | 2 | 0 |
| Jun 2025 | $139.8M | $127.8M | $12.1M | 3 | 0 |
| Feb 2025 | $139.8M | $127.8M | $12.1M | 3 | 0 |
| Aug 2024 | $114.2M | $104.7M | $9.5M | 3 | 0 |
| Mar 2024 | $114.2M | $104.7M | $9.5M | 3 | 0 |
| Mar 2023 | $104.5M | $91.9M | $12.6M | 3 | 0 |
| Nov 2022 | $213.5M | $175.6M | $37.9M | 3 | 0 |
| May 2022 | $213.5M | $175.6M | $37.9M | 3 | 0 |
| Mar 2022 | $213.5M | $175.6M | $37.9M | 5 | 0 |
| Dec 2021 | $194M | $157.9M | $36.1M | 5 | 0 |
| Oct 2021 | $194M | $157.9M | $36.1M | 5 | 0 |
| Mar 2021 | $178.8M | $142.7M | $36.1M | 5 | 0 |
| Nov 2020 | $172.7M | $138.5M | $34.3M | 5 | 0 |
| Jun 2020 | $166.1M | $131.9M | $34.3M | 5 | 0 |
| Mar 2020 | $166.1M | $131.9M | $34.3M | 5 | 0 |
| Feb 2019 | $140.3M | $111.3M | $29M | 5 | 0 |
| Mar 2018 | $153M | $122M | $31M | 5 | 0 |
| Mar 2017 | $114.6M | $80M | $34.6M | 5 | 100 |
| Mar 2016 | $104M | $57.7M | $46.4M | 5 | 101 |
| Feb 2016 | $104M | $57.7M | $46.4M | 5 | 101 |
| Jun 2012 | $66.6M | $0 | $66.6M | 1 | 26 |
| Jun 2012 | $53.2M | $0 | $53.2M | 1 | 26 |
| Jun 2012 | $53.2M | $0 | $53.2M | 1 | 26 |
| Jun 2012 | $53.2M | $0 | $53.2M | 1 | 26 |
| Mar 2012 | $53.2M | $0 | $53.2M | 1 | 26 |
| May 2011 | $57.1M | $0 | $57.1M | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$139.8M
Discretionary$127.8M
Non-Disc.$12.1M
Employees2
Clients0
DateOct 2025
Total AUM$139.8M
Discretionary$127.8M
Non-Disc.$12.1M
Employees2
Clients0
DateSep 2025
Total AUM$139.8M
Discretionary$127.8M
Non-Disc.$12.1M
Employees2
Clients0
DateJun 2025
Total AUM$139.8M
Discretionary$127.8M
Non-Disc.$12.1M
Employees3
Clients0
DateFeb 2025
Total AUM$139.8M
Discretionary$127.8M
Non-Disc.$12.1M
Employees3
Clients0
DateAug 2024
Total AUM$114.2M
Discretionary$104.7M
Non-Disc.$9.5M
Employees3
Clients0
DateMar 2024
Total AUM$114.2M
Discretionary$104.7M
Non-Disc.$9.5M
Employees3
Clients0
DateMar 2023
Total AUM$104.5M
Discretionary$91.9M
Non-Disc.$12.6M
Employees3
Clients0
DateNov 2022
Total AUM$213.5M
Discretionary$175.6M
Non-Disc.$37.9M
Employees3
Clients0
DateMay 2022
Total AUM$213.5M
Discretionary$175.6M
Non-Disc.$37.9M
Employees3
Clients0
DateMar 2022
Total AUM$213.5M
Discretionary$175.6M
Non-Disc.$37.9M
Employees5
Clients0
DateDec 2021
Total AUM$194M
Discretionary$157.9M
Non-Disc.$36.1M
Employees5
Clients0
DateOct 2021
Total AUM$194M
Discretionary$157.9M
Non-Disc.$36.1M
Employees5
Clients0
DateMar 2021
Total AUM$178.8M
Discretionary$142.7M
Non-Disc.$36.1M
Employees5
Clients0
DateNov 2020
Total AUM$172.7M
Discretionary$138.5M
Non-Disc.$34.3M
Employees5
Clients0
DateJun 2020
Total AUM$166.1M
Discretionary$131.9M
Non-Disc.$34.3M
Employees5
Clients0
DateMar 2020
Total AUM$166.1M
Discretionary$131.9M
Non-Disc.$34.3M
Employees5
Clients0
DateFeb 2019
Total AUM$140.3M
Discretionary$111.3M
Non-Disc.$29M
Employees5
Clients0
DateMar 2018
Total AUM$153M
Discretionary$122M
Non-Disc.$31M
Employees5
Clients0
DateMar 2017
Total AUM$114.6M
Discretionary$80M
Non-Disc.$34.6M
Employees5
Clients100
DateMar 2016
Total AUM$104M
Discretionary$57.7M
Non-Disc.$46.4M
Employees5
Clients101
DateFeb 2016
Total AUM$104M
Discretionary$57.7M
Non-Disc.$46.4M
Employees5
Clients101
DateJun 2012
Total AUM$66.6M
Discretionary$0
Non-Disc.$66.6M
Employees1
Clients26
DateJun 2012
Total AUM$53.2M
Discretionary$0
Non-Disc.$53.2M
Employees1
Clients26
DateJun 2012
Total AUM$53.2M
Discretionary$0
Non-Disc.$53.2M
Employees1
Clients26
DateJun 2012
Total AUM$53.2M
Discretionary$0
Non-Disc.$53.2M
Employees1
Clients26
DateMar 2012
Total AUM$53.2M
Discretionary$0
Non-Disc.$53.2M
Employees1
Clients26
DateMay 2011
Total AUM$57.1M
Discretionary$0
Non-Disc.$57.1M
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--