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Former SEC-registered adviser

F•••• L••• C••••••• L•

Former SEC-registered adviserAustin, TexasCRD 308318SEC 801-126195websiteIAPD
Latest filing Mar 21, 2023
First filing on the tape Jun 27, 2022 · 2 filings
RAUM
$159M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$159M gross assets
History
2 filings and snapshots on the tape
RAUM$159M as of Mar 21, 2023
Jun 27, 2022$300M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 21, 2023
Jun 27, 20220 then
Employees (5.A)8 as of Mar 21, 2023
Jun 27, 20224 then
Private funds1 as of Mar 21, 2023
Jun 27, 20222 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 21, 2023; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$159MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$159M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$159M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$159M for 1 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      F•••• L••• P••••••• F•••• L•Hedge Fund$99.8M24Aug 19, 2020
      Owners and control persons
      Schedule A and B, latest filing
      • C•••••••• C••••• F•••• · Founder, Managing Partner, Limited Partnercontrol
        since 01/2020 · owns 25% to 50%
      • C•••••••• J•••••• M•••••• · Chief Compliance Officercontrol
        since 06/2022 · owns less than 5%
      • C•••••••• C••••• F•••• · Managing Membercontrol
        since 01/2020 · owns 75% or more of F•••• L••• C•••••• G•• L••
      • G•••• S••••• H••••••• · Trusteecontrol
        since 08/2000 · owns 50% to 75% of T•• A••••• S• K••••••• T••••
      • K•••••••• A•••••• S••• · Trusteecontrol
        since 08/2000 · owns 50% to 75% of T•• A••••• S• K••••••• T••••
      Entity owners
      • F•••• L••• C•••••• G•• L•• · General Partner
        direct · owns less than 5%
      • K••••••• T•••••• G••••• L•• · Partner
        direct · owns 50% to 75%
      • O••••••••• L•• · Managing Member
        indirect · owns 75% or more of K••••••• T•••••• G••••• L••
      • T•• A••••• S• K••••••• T•••• · Managing Member
        indirect · owns 75% or more of O••••••••• L••
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 1 to 5
        Jun 27, 2022 to Mar 21, 2023
      • Assets in custody · $300M to $159M
        Jun 27, 2022 to Mar 21, 2023
      • Employees · 4 to 8
        Jun 27, 2022 to Mar 21, 2023
      • Private funds · 2 to 1
        Jun 27, 2022 to Mar 21, 2023
      • Discretionary RAUM · $300M to $159M
        Jun 27, 2022 to Mar 21, 2023
      • Pooled vehicle RAUM · $300M to $159M
        Jun 27, 2022 to Mar 21, 2023
      • RAUM · $300M to $159M
        Jun 27, 2022 to Mar 21, 2023
      Signals
      2 dated events
      • F•••• L••• C••••••• L• reported RAUM $159.0M, down 47% from $299.8M (2022-06-27 to 2023-03-21)
        Mar 21, 2023 · RAUM change · derived
      • F•••• L••• C••••••• L• filed its initial SEC registration (Form ADV)
        Jun 27, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/fifthlanereportedpublic record, Form ADV, Sep 21, 2026
      Website
      f••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026