LANIER ASSET MANAGEMENT, LLC

← Back to list

UUIDa6fcbeb3-86f3-52af-8f88-0e3f8eecc491

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	150888	150888	—	1.0
sec_file_number	801-107331	801-107331	—	—

Profile

WebsiteHTTP://WWW.LANIERAM.COM

HQ CityLOUISVILLE

HQ StateKY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)139,830,730.0
RAUM (discretionary)127,755,654.0
Actionable assets128,421,448.0
Accounts241.0

Institutional Clients

Government AUM—
Pension AUM662,485.0
Charitable AUM—
HNW AUM106,008,963.0

As of 2025-06-30 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
DURBIN, DEIDRE, MARIE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018034", "owner_id": "6018579", "source": "adv_part1", "table": "Schedule_A_B"}
HOFFMAN, MARK, ROBERT	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2018034", "owner_id": "5689326", "source": "adv_part1", "table": "Schedule_A_B"}
Hoffman, Elizabeth, Beaver	MEMBER	EMPLOYEE	—	{"filing_id": "2018034", "owner_id": "8168090", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

DURBIN, DEIDRE, MARIE

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2018034", "owner_id": "6018579", "source": "adv_part1", "table": "Schedule_A_B"}

HOFFMAN, MARK, ROBERT

MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2018034", "owner_id": "5689326", "source": "adv_part1", "table": "Schedule_A_B"}

Hoffman, Elizabeth, Beaver

MEMBER

EMPLOYEE

—

{"filing_id": "2018034", "owner_id": "8168090", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/30/2025 04:48:02 PM",
  "filing_id": "2018034",
  "reg_type": "IA"
}
```

LANIER ASSET MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1