Olden Lane Advisors LLC (Chatham)

Name: Olden Lane Advisors LLC
Address: One Main Street, Chatham, NJ, 07928
Telephone: (908) 679-9037

Olden Lane Advisors LLC is an investment adviser to an investment company based in Chatham. It manages $21.32 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Delaware and New Jersey.

Olden Lane Advisors provides portfolio management for investment companies and investment advisor to investment companies registered as uits. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olden Lane Advisors: assets under management

The assets under management (AUM) of Olden Lane Advisors LLC is $21.32 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Olden Lane Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Olden Lane Advisors serves?

The only and largest group of clients of Olden Lane Advisors is investment companies with 3 clients and $21.32 million of assets under management. Among the 0 most similar advisory firms, Olden Lane Advisors has the 0th lowest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $21.32 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Olden Lane Advisors doesn't advise any private funds.

Careers at Olden Lane Advisors LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael Collins Macchiarola joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michel Spencer Serieyssol	Chief executive officer	1 Nov 2014	Other	4574281
Olden Lane Llc	Sole member	1 Nov 2014	75% - 100%	47-1490976
Peter Frame Marquardt	Chief compliance officer	1 Feb 2015	Other	1247354
Michael Collins Macchiarola	Chief executive officer	1 Jul 2018	Other	4444494

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Matthew James Allain	Member	1 Feb 2012	75% - 100%	3267821
Llc The Leo Group	Member	1 Aug 2013	75% - 100%	45-4759145
Michel Spencer Serieyssol	Member	1 Sep 2014	75% - 100%	4574281
Oses Savoir Llc	Member	1 Nov 2014	75% - 100%	47-1490855
Leo Group Partners Investment Fund Llc	Member	1 Nov 2014	25% - 50%	80-0951125
Oses Savoir Llc	Member	1 Dec 2014	50% - 75%	47-1490855
Leo Group Partners Investment Fund Llc	Member	1 Dec 2014	25% - 50%	80-0951125

Based in Chatham

The principal office where Olden Lane Advisors LLC performs its advisory services is located at One Main Street, Chatham, NJ 07928, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (908) 679-9037. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at oldenlane.com (under construction) and its LinkedIn profile.