LANIER ASSET MANAGEMENT, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 150888). Regulatory assets under management: $141.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Mark Robert Hoffman | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| Deidre Marie Durbin | CHIEF COMPLIANCE OFFICER | — |
| Elizabeth Beaver Hoffman | MEMBER | — |
| Junius Verne Beaver | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | — |
| MULLINS STEPHEN GERARD | MANAGING MEMBER | — |
| HAFELE CARL WILFRED | MANAGING MEMBER | — |
| HOFFMAN MARK ROBERT | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| FANNING JR STEVEN ERLE | CHIEF COMPLIANCE OFFICER | — |
| BEAVER JUNIUS VERNE | MANAGING MEMBER | — |
| DURBIN DEIDRE MARIE | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LANIER AVALON FUND, LLC | Real Estate Fund | Delaware | 48 | $8.1M | $100K |
| LANIER FOUR CHARTERS FUND, LLC | Real Estate Fund | Delaware | 39 | $7.0M | $100K |
| LANIER BRIDGEPOINTE GARDENS FUND, LLC | Real Estate Fund | Delaware | 29 | $903K | $100K |