RIA Intel›Advisers›New York›PEARL LANE ADVISORS, LLC

PEARL LANE ADVISORS, LLC

Advisory

N·NEW YORK, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$78M

1-Year AUM Growth

+93.0%

3-Year CAGR

+74.5%

Employees

7

Assets Under Management

Total AUM$78M

Discretionary AUM$77M

Non-Discretionary AUM$917K

Discretionary %98.8%

Total Clients1

Team

Total Employees7

Investment Advisers15

Employee Growth (1Y)-11.1%

Filing History

Total Filings on Record20

First FilingAug 8, 2014

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PEARL LANE ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.