Data / Investment advisers / Alabama / Park Lane Advisors, LLC
Park Lane Advisors, LLC, Birmingham, AL: $799 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Park Lane Advisors, LLC is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $799 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 3 private funds.
The request: Watch Park Lane Advisors, LLC (CRD number 338445): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 338445
- SEC file number
- 801-134968
- SEC status
- Approved, effective December 15, 2025
- Main office
- 2025 3rd Avenue North Suite 300, Birmingham, AL 35203
- Phone
- (205) 383-8782
- Website
- tenet-partners.com
- Regulatory AUM
- $799,035,441 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $799,035,441
- Accounts
- 8
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $49,401,000
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 5 | $749.6 million |
| Pooled investment vehicles | 3 | $49.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $799 million | August 7, 2026 |
| March 2, 2026 | $623.9 million | February 19, 2026 |
| January 2, 2026 | $553.5 million | November 21, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Southern Financial Group, LLC | Birmingham | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Anderson Growth Partners, LLC | Birmingham | $1.01 billion | 37 | adviserinfo.sec.gov |
| Oneascent Investment Solutions, LLC | Birmingham | $987.2 million | Not listed | adviserinfo.sec.gov |
| Oakworth Asset Management, LLC | Birmingham | $846.3 million | Not listed | adviserinfo.sec.gov |
| Mayfair Advisory Group, LLC | Birmingham | $806.4 million | Not listed | adviserinfo.sec.gov |
| BHK Investment Advisors | Birmingham | $794.1 million | Not listed | adviserinfo.sec.gov |
| Meld Financial, Inc. | Birmingham | $776.4 million | Not listed | adviserinfo.sec.gov |
| Porter White Investment Advisors, Inc. | Birmingham | $748.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Park Lane Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.