Autumn Lane Advisors grew AUM 16% to $895 M

Founded in 2014 by David E. Andrew and Steven D. Oldham, Autumn Lane Advisors, LLC is a wealth management firm that offers bespoke advisory services to individuals, families, and private investment funds.

Autumn Lane Advisors' comprehensive services include wealth management, cash flow planning, portfolio construction, and philanthropic planning. Assets are allocated across different investment types like managed accounts, ETFs, mutual funds, and private investment funds. 

From March 2022 to July 2023, there have been significant changes for Autumn Lane Advisors as indicated in the Form ADV filings. The total Assets Under Management (AUM) saw an increase of 16.74%, growing from $767.5 million to $895.9 million. Moreover, the total number of accounts managed by the firm more than doubled, rising from 345 to 803. Despite these substantial changes in operations, the firm has maintained its employee count at 7.

Private Fund Removed: 

The private fund named Autumn Lane Alpha Opportunities, LP, which had a current gross asset value of $32.1 million, has been removed.

Private Funds Added:

The following private funds have been added to the firm's portfolio:

• Al Plus Capital II, LP with a gross asset value of $630.5k
• Autumn Lane Alpha Opportunities, LP with a gross asset value of $49.4m
• Al Spicewood I, LP with a gross asset value of $12.6m
• Al Cap91 Partners
  

The firm disclosed modifications to the following private funds. 

• Al Adef III, LP

  • Gross Asset Value: Changed from $4.72 million to $3.58 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al Capridge Sanvoss, LP

  • Gross Asset Value: Changed from $6.20 million to $3.47 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al Adef IV, LP

  • Gross Asset Value: Changed from $9.91 million to $14.11 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al EETF I, LP

  • Gross Asset Value: Changed from $56.90 million to $49.74 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al ILP II, LP

  • Gross Asset Value: Changed from $6.91 million to $12.89 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al Plus Capital I, LP

  • Gross Asset Value: Changed from $11.49 million to $18.23 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al Red Dot IV, LP

  • Gross Asset Value: Changed from $7.22 million to $9.81 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Autumn Lane Diversified Strategies, LP

  • Gross Asset Value: Changed from $125.96 million to $108.01 million
  • Number of Beneficial Owners: Changed from 23 to 24
  • Percentage of Clients Invested: Changed from 29% to 35%
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added
    
    

• Al Hilltop V, LP

  • Gross Asset Value: Changed from $5.97 million to $23.33 million
  • Administrators: Partners Admin, LLC was removed and TMF San Diego, LLC was added