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RIA / WealthPrivate fundreal estate fund3(c)(1)

GROTON PARTNERS, LLC

advised by LANE BROTHERS INVESTMENT COUNSEL

Wyoming, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:623f88a7-72ea-300f-3cf4-67b33914bf5b

Data as of Dec 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 3, 2024 to Dec 18, 2024
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Groton Partners, LLC

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: LANE BROTHERS INVESTMENT COUNSELCRD 105968
Fund type: Real Estate Fund
Latest reported GAV: $1.7Mgross asset value on Schedule D 7.B(1), as of 2024-12-18; never fund size
Peak reported GAV: $1.7M
Beneficial owners: 16
Minimum investment: $25,000
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Organised in: Wyoming, United States
First reported: May 3, 2024
Last reported: Dec 18, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-5426123687

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Dec 18, 2024	$1.7M	16	$25,000	200.0%	yes	GROTON PARTNERS, LLC
Aug 15, 2024	$1.7M	16	$25,000	200.0%	yes	GROTON PARTNERS, LLC
Jun 27, 2024	$1.7M	16	$25,000	200.0%	yes	GROTON PARTNERS, LLC
May 3, 2024	$1.7M	16	$25,000	200.0%	yes	GROTON PARTNERS, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
ACADEMY BANK	ACADEMY BANK	Scottsdale	Arizona	United States	no	n/a

Relationships

Advises (1)

← LANE BROTHERS INVESTMENT COUNSELRegistered adviserReal Estate Fund, IA
May 3, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:623f88a7-72ea-300f-3cf4-67b33914bf5b
First observed: May 3, 2024
Last observed: Dec 18, 2024 21 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GROTON PARTNERS, LLC

advised by LANE BROTHERS INVESTMENT COUNSEL

Wyoming, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:623f88a7-72ea-300f-3cf4-67b33914bf5b

Data as of Dec 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Dec 18, 2024

$1.7M

$25,000

200.0%

yes

GROTON PARTNERS, LLC

Aug 15, 2024

$1.7M

$25,000

200.0%

yes

GROTON PARTNERS, LLC

Jun 27, 2024

$1.7M

$25,000

200.0%

yes

GROTON PARTNERS, LLC

May 3, 2024

$1.7M

$25,000

200.0%

yes

GROTON PARTNERS, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

ACADEMY BANK

Scottsdale

Arizona

United States

n/a