GREENLEA LANE CAPITAL MANAGEMENT LLC
Adviser information for GREENLEA LANE CAPITAL MANAGEMENT LLC last updated from Form ADV on March 26th, 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 | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 3 | $366.1M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $366.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $335.4M |
| Pension and profit sharing plans | <5 | $30.7M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113615 |
|---|---|
| SEC ERA File Number | 801-113615 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162012 |
| Legal Entity Identifier | None |
Principal Office
22 TWIN WALLS LANEWESTON
CT
United States
Monday - Friday, 9 AM - 7 PM
Tel: 646-450-9248, Fax: None
Websites
Chief Compliance Officer
JOSH TARASOFF
MANAGING MEMBER
22 TWIN WALLS LANE
WESTON
CT
United States
Tel:
646-450-9248
J**@***************M
(Full email address available in API data)
Industry Affiliates
| GREENLEA LANE CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CASSINI PARTNERS, L.P. - GREENLEA LANE CAPITAL MANAGEMENT, LLC SERIES | Hedge Fund | $128.2M | $1.0M | 2 |
| GREENLEA LANE CAPITAL PARTNERS, LP | Hedge Fund | $207.2M | $1.0M | 93 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TARASOFF, JOSH, DAVID | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2006 | > 75% |
| BURROUGHS, CATHERINE, TSAO-SWAN | Individual | – | CHIEF OPERATING OFFICER | 02/2019 | < 5% |