OLDEN LANE ADVISORS LLC
Adviser information for OLDEN LANE ADVISORS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 2 | $19.2M |
| Total | 2 | $19.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $19.2M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for businesses or institutional clientsINVESTMENT ADVISOR TO INVESTMENT COMPANIES REGISTERED AS UITS |
|---|---|
| Compensation | % of AUMFixed feesFIXED DOLLAR AMOUNT PER UNIT OUTSTANDING OF REGISTERED UNITS. |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-107011 |
|---|---|
| SEC ERA File Number | 801-107011 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282278 |
| Legal Entity Identifier | None |
Principal Office
100 SOMERSET CORPORATE BLVDSUITE 101-2ND FLOOR
BRIDGEWATER
NJ
United States
Monday - Friday, 9AM-5PM
Tel: 908-432-6819, Fax: None
Chief Compliance Officer
PETER MARQUARDT
100 SOMERSET CORPORATE BLVD
SUITE 101-2ND FLOOR
BRIDGEWATER
NJ
United States
Tel:
917-582-4350
P*********@************M
(Full email address available in API data)
Regulatory Contact
MICHAEL MACCHIAROLA
CHIEF EXECUTIVE OFFICER
100 SOMERSET CORPORATE BLVD
SUITE 101-2ND FLOOR
BRIDGEWATER
NJ
United States
Tel:
908-432-6819
M***********@************M
(Full email address available in API data)
Industry Affiliates
| OLDEN LANE SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARQUARDT, PETER, FRAME | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2015 | < 5% |
| MACCHIAROLA, MICHAEL, COLLINS | Individual | – | CHIEF EXECUTIVE OFFICER | 07/2018 | 10-25% |
| OLDEN LANE INC. | Domestic Entity | – | CORPORATION | 12/2020 | > 75% |
| MACCHIAROLA, MICHAEL, COLLINS | Individual | OLDEN LANE INC. | OWNER | 12/2020 | 25-50% |