Autumn Lane Advisors, LLC

Overview

Autumn Lane Advisors, LLC is headquartered in Houston, Texas.¹ The firm provides personalized, holistic wealth management to individuals and families.¹ It also provides non discretionary investment consulting to ultra high net worth clients.¹ The firm serves as investment adviser to private investment funds and provides discretionary investment management to 13 private funds.¹

History

The firm began operations in November 2014.¹ Autumn Lane says it began as the investment office for a Texas based family in 2014, with $100 million in initial capital, and later expanded into full service wealth management.² A 2019 firm release states that Autumn Lane Advisors was named to the Financial Times 300 Top Registered Investment Advisers in 2019.⁸

Timeline

1. 2014The firm began operations in November 2014.
2. 2019A 2019 firm release states that Autumn Lane Advisors was named to the Financial Times 300 Top Registered Investment Advisers in 2019.

Leadership

David E. Andrew, CFA, is listed by the firm as founding partner.⁶ His prior roles include director at Credit Suisse Private Bank, vice president at Goldman Sachs Private Wealth Management and a position in the investment banking group at Lehman Brothers.⁶

Steven D. Oldham, CFA, is listed as partner.⁷ His background includes buy side and sell side financial analysis and 15 years in public corporate financial management.⁷

James S. Mooney is listed as partner.⁷ His prior roles include portfolio manager at Everpoint Asset Management, Carlson Capital and Millennium Management, chief financial officer of Phoenix Natural Resources, and positions at Lehman Brothers and Price Waterhouse.⁷

The firm identifies David E. Andrew, Steven D. Oldham and James S. Mooney as its owners.¹

Services

Wealth management services include balance sheet review, cash flow and liquidity planning, asset allocation, portfolio construction and management, performance reporting, coordination with third party advisers, philanthropic planning and financial planning.¹ The website also lists pre transaction planning, consolidated performance reporting and family governance.³

The firm coordinates with outside providers covering accounting, insurance, trust and estate matters.³ Its consulting services may include identifying investment managers, conducting due diligence, negotiating fees, supporting family governance, educating the next generation and handling family office accounting.¹

Autumn Lane provides discretionary investment management to 13 private funds.¹ Its pooled vehicle clients include two pooled investment vehicles, seven real estate investment pooled feeder funds, two venture capital private equity pooled vehicles and two private equity pooled vehicles.¹

What the firm offers

• Investment management
• Financial planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments

Client focus

The firm’s wealth management clients include individuals and family offices.¹ Its consulting practice serves ultra high net worth clients.¹

Investment philosophy and approach

The firm says it is independent and organized around a family office approach.² It describes its work as combining personalized planning, institutional style opportunities and ongoing monitoring of each family’s plan.²

The firm says its investment philosophy emphasizes diversification, reducing return variability, long term growth, disciplined rebalancing, limiting turnover and working with specialized third parties.⁴ Its investment opportunity set includes United States and international equity, United States and international fixed income, cash equivalents, option overlay strategies, hedge funds, stocks, exchange traded funds, mutual funds, private equity, private real estate and private credit.¹

Assets and minimums

Regulatory assets under management were $1,198,858,655 as of December 31, 2025.¹ Of that amount, $777,313,967 was discretionary and $421,544,688 was non discretionary.¹ Assets under advisement were $8,377,823 as of the same reporting period.¹

Wealth management fees are asset based and charged quarterly in arrears.¹ The stated fee tiers are 0.50% on the first $10 million, 0.35% on the next $40 million and 0.15% above $50 million.¹ A $25,000 annual minimum applies after the first full calendar year.¹

Consulting fees are negotiated fixed fees and are generally 0.15% annually on assets under supervision.¹ A $250,000 annual minimum applies after the first full calendar year.¹

By the numbers

FAQs

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Sources

1. Form ADV Part 2A , accessed October 23, 2026, as of February 2026.
2. About Us , accessed October 23, 2026.
3. Wealth Management , accessed October 23, 2026.
4. Philosophy , accessed October 23, 2026.
5. About Us , accessed October 23, 2026.
6. About Us , accessed October 23, 2026.
7. About Us , accessed October 23, 2026.
8. 2019 press release , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.