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Cherry Lane Capital LLC

Cherry Lane Capital LLC

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Cherry Lane Capital LLC

Cherry Lane Capital LLC

Cherry Lane Capital LLC, a financial fiduciary has been a Paladin Registry member since 2018. Firm provides financial services to clients in the Boca Raton, Florida area.

I. Snapshot

A. Registry Member
  • Since 2018
B. Years of Experience
  • 9
C. College Degrees
  • 3
D. Certifications
  • 1
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Cherry Lane Capital is a registered investment advisor specializing in Asset Management and Financial Advisor Services targeted to professionals, high net worth individuals, families, institutions and foundations. Asset Management and Financial Advisory strategies at Cherry Lane Capital are designed to help clients progressively grow assets, diversify holdings, and ensure their legacy for future generations. With an emphasis on risk aversion and income, we seek to eliminate common market inefficiencies like emotional, short-term prognostications. With absolute focus on the long-term horizon, strategy performance is driven over multiple cycles by a disciplined and unbiased fundamental approach within a collaborative culture.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Ryan Berman
B. Main Location
  • 1200 N Federal Highway
    Suite 200
    Boca Raton, Florida, 33432
C. Additional Locations
  • New York, New York
D. Telephone
  • 561.570.2560

III. Internet

IV. Firm(s)

A. Name of Firm
  • Cherry Lane Capital LLC
B. Relationship to Firm
  • Did Not Answer
C. Name of RIA
  • Cherry Lane Capital LLC
D. Name of Broker/Dealer
  • Interactive Brokers
E. Name(s) of Custodian(s)
  • Interactive Brokers

V. Credentials

A. Years of Financial Experience
  • 9 Years
B. College, Degrees, Years
  • Did Not Provide

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Florida
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: 288397
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Connecticut
    • Florida
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: See List
    • Florida
    • New Jersey
    • New York
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. View our ADV(s)
  • Available Upon Request
I. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Cherry Lane Capital is a registered investment advisor specializing in Asset Management and Financial Advisor Services targeted to professionals, high net worth individuals, families, institutions and foundations. Asset Management and Financial Advisory strategies at Cherry Lane Capital are designed to help clients progressively grow assets, diversify holdings, and ensure their legacy for future generations. With an emphasis on risk aversion and income, we seek to eliminate common market inefficiencies like emotional, short-term prognostications. With absolute focus on the long-term horizon, strategy performance is driven over multiple cycles by a disciplined and unbiased fundamental approach within a collaborative culture.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 35
D. Assets (Management, Advisement)
  • $11,500,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Monthly)
H. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • None

IX. Certification

Most Recent Update:
  • Jun 2, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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