RIA Intel›Advisers›Illinois›DUKES LANE INVESTMENTS LLC

DUKES LANE INVESTMENTS LLC

Advisory

IL

Data as of Jul 3, 2023 · Source: SEC Form ADV

Rank in IL

#1,286

of 1,719 advisers by AUM

Average account

$522K

across 71 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 3, 2023.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$12M

Non-Discretionary AUM$25M

Discretionary %33.5%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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