Institutional Asset Management

for the

Qualified Investor



Income Generation

Recurring income sources derived from option and "fixed income" strategies, seeking an immediate return on dollars invested.

Capital Appreciation

Over the life of a market cycle the blend of compounded income, strong and concentrated stock selection and risk aversion present a very attractive total-return. 


Portfolios are defensive in nature. They are constructed on a precise blend of time, strategy and asset diversification to create a portfolio  less correlated to current market condition.


Target Return

Target high single-digit to low-doubt digital return on an annual basis.

Portfolio Execution


  • Generate cash flow the portfolio can reinvest

  • Exposure to desirable companies at significant discounts to current market value

  • Controlled premium and risk profile for each position


  • Highly discriminatory screening process which enables the portfolio  to focus attention on a smaller universe of  investment opportunities

  • Positions can be purchased outright or entered through option strategies


  • Individual bonds, bond funds, closed end funds and BDC's

  • Focus on funds trading at discounts to NAV (Net Asset Value) specifically discounts greater than the fund's historical average

$100,000 minimum investment


Cherry Lane Capital specializes in unique Asset Management strategies. After years of developing, implementing and executing these strategies with notable success at Morgan Stanley, the Portfolio Management team launched an independent firm to build on the successful niche they had developed. 

Our operational structure and firm flexibility allows us to provide accredited investors with the upsides of alternative and differentiated investing without the downsides which include long lockup periods, lack of liquidity and excessive fees. 

For more information or to contact us please provide your information below and one of our Managing Partners will reach out to you directly. 

Office Contact
NY (646) 859-2740

FL (561) 570-2560

  Actively Managed Portfolios

Proprietary portfolios are actively managed and monitored daily. We leverage internal and external research, technical analysis and market indicators to implement investment strategies.

Separately Managed Accounts

Client accounts are held in custody with a third party Broker-Dealer. Client assets are not commingled

and our interactive platform provides investors with full transparency of positions, trades and daily liquidity.

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Cherry Lane Capital LLC  (“RIA Firm”) is a registered investment adviser located in Connecticut, Florida, New Jersey & New York. Cherry Lane Capital LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cherry Lane Capital LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cherry Lane Capital LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Cherry Lane Capital LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cherry Lane Capital LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cherry Lane Capital LLC, please contact the state securities regulators for those states in which Cherry Lane Capital LLC maintains a registration filing. A copy of Cherry Lane Capital LLC’s current written disclosure statement discussing Cherry Lane Capital LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Cherry Lane Capital LLC upon written request. Cherry Lane Capital LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cherry Lane Capital LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Warranties and Disclaimer there are no warranties implied.