DOUGLAS LANE & ASSOCIATES, LLC
Legal name: DOUGLAS C. LANE & ASSOCIATES
CRD #282563 SEC #801-107161 NEW YORK, NY 212-262-7670
SEC Registered
Total AUM
$8.2B
Discretionary
$8.2B
Employees
37
Clients
101
Accounts
5,608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $8.2B | $8.2B | $0 | 37 | 2 |
| Apr 2025 | $8.2B | $8.2B | $0 | 37 | 2 |
| Mar 2025 | $8.2B | $8.2B | $0 | 37 | 2 |
| Mar 2024 | $7.6B | $7.6B | $0 | 38 | 3 |
| Mar 2024 | $7.6B | $7.6B | $0 | 38 | 3 |
| Sep 2023 | $7B | $7B | $0 | 36 | 3 |
| Sep 2023 | $7B | $7B | $0 | 36 | 3 |
| Sep 2023 | $7B | $7B | $0 | 36 | 3 |
| Aug 2023 | $7B | $7B | $0 | 36 | 3 |
| Mar 2023 | $7B | $7B | $0 | 36 | 3 |
| Feb 2023 | $8.5B | $8.5B | $0 | 34 | 3 |
| Oct 2022 | $8.5B | $8.5B | $0 | 34 | 3 |
| Mar 2022 | $8.5B | $8.5B | $0 | 34 | 3 |
| Jul 2021 | $6.9B | $6.9B | $0 | 33 | 5 |
| Mar 2021 | $6.9B | $6.9B | $0 | 33 | 5 |
| Mar 2021 | $6.9B | $6.9B | $0 | 33 | 5 |
| Jul 2020 | $6.3B | $6.3B | $0 | 34 | 5 |
| Jun 2020 | $6.3B | $6.3B | $0 | 34 | 5 |
| Mar 2020 | $6.3B | $6.3B | $0 | 34 | 5 |
| Mar 2019 | $4.9B | $4.9B | $0 | 34 | 5 |
| Aug 2018 | $5.3B | $5.3B | $0 | 33 | 3 |
| Jul 2018 | $5.3B | $5.3B | $0 | 33 | 3 |
| Apr 2018 | $5.3B | $5.3B | $0 | 33 | 3 |
| Mar 2018 | $5.3B | $5.3B | $0 | 33 | 3 |
| Jul 2017 | $4.5B | $4.5B | $0 | 33 | 1,200 |
| Mar 2017 | $4.5B | $4.5B | $0 | 33 | 1,200 |
| Nov 2016 | $4.4B | $4.4B | $0 | 34 | 1,200 |
| Jul 2016 | $4.4B | $4.4B | $0 | 34 | 1,200 |
| Mar 2016 | $4.4B | $4.4B | $0 | 34 | 1,200 |
| Feb 2016 | $4.4B | $4.4B | $3.4M | 34 | 1,200 |
| Jan 2016 | $4.4B | $4.4B | $3.4M | 34 | 1,200 |
DateApr 2025
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees37
Clients2
DateApr 2025
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees37
Clients2
DateMar 2025
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees37
Clients2
DateMar 2024
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees38
Clients3
DateMar 2024
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees38
Clients3
DateSep 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees36
Clients3
DateSep 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees36
Clients3
DateSep 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees36
Clients3
DateAug 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees36
Clients3
DateMar 2023
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees36
Clients3
DateFeb 2023
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees34
Clients3
DateOct 2022
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees34
Clients3
DateMar 2022
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees34
Clients3
DateJul 2021
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees33
Clients5
DateMar 2021
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees33
Clients5
DateMar 2021
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees33
Clients5
DateJul 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees34
Clients5
DateJun 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees34
Clients5
DateMar 2020
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees34
Clients5
DateMar 2019
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees34
Clients5
DateAug 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees33
Clients3
DateJul 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees33
Clients3
DateApr 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees33
Clients3
DateMar 2018
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees33
Clients3
DateJul 2017
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees33
Clients1,200
DateMar 2017
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees33
Clients1,200
DateNov 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees34
Clients1,200
DateJul 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees34
Clients1,200
DateMar 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees34
Clients1,200
DateFeb 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$3.4M
Employees34
Clients1,200
DateJan 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$3.4M
Employees34
Clients1,200