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Douglas C. Lane & Associates, LLC

Financial services
Investment management

Douglas C. Lane & Associates, LLC information

Douglas C. Lane & Associates, LLC (DCLA) is a registered investment advisory firm based in New York City. We manage approximately $8.2 billion of capital for our client base of high net worth families, trusts, pensions, endowments, foundations and institutions. At DCLA, our investment philosophy seeks to provide growth in our clients'​ capital through long-term investment in individual equity and...
Douglas C. Lane & Associates, LLC (DCLA) is a registered investment advisory firm based in New York City. We manage approximately $8.2 billion of capital for our client base of high net worth families, trusts, pensions, endowments, foundations and institutions. At DCLA, our investment philosophy seeks to provide growth in our clients'​ capital through long-term investment in individual equity and fixed-income securities. We do not consider the investment of our clients'​ capital to be a commodity and, therefore, do not outsource our investment decisions to other firms. Our primary area of expertise is in the analysis of individual stocks and bonds, and management of portfolios comprised of them.We follow a "core"​ approach to investing, which means that we don't spend a lot of time worrying about which "bucket"​ (e.g., small-cap, large-cap, growth, value) a company is categorized in by Wall Street. Instead, we keep it simple. We invest in and lend to a wide variety of companies in different sectors, industries and geographies that we believe can generate attractive returns for investors relative to the level of risk involved.

Highlights

31

Employee contacts

31

Employee email addresses

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Employee phone numbers

6

Technologies

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News and Milestones

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Job Postings

Financials

Douglas C. Lane & Associates, LLC's Revenue (Yearly)

6.6M

Employees

36

Industries

Financial services
Investment management

Keywords

Retirement planning
Estate planning
Education planning
Charitable giving
Tax efficiency
Portfolio management

Douglas C. Lane & Associates, LLC Competitors

Douglas C. Lane & Associates, LLC Frequently Asked Questions

What is Douglas C. Lane & Associates, LLC's annual revenue?

Douglas C. Lane & Associates, LLC's annual revenue is $6.6M.

Where is Douglas C. Lane & Associates, LLC's headquarters?

Douglas C. Lane & Associates, LLC's headquarters is located in New York, New York.

How many employees does Douglas C. Lane & Associates, LLC have?

There are 36 employees at Douglas C. Lane & Associates, LLC.

How many funding rounds does Douglas C. Lane & Associates, LLC have?

Douglas C. Lane & Associates, LLC has been through 0 rounds of funding.

Employees

Charlie Bustin
Partner, Portfolio Manager
John Sini
Principal, Portfolio Manager
Marc Milic
Partner
Michael Jensen
Wealth Advisor
Thomas Scanlon
Trade Associate

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