Hamilton Lane

CRD#107876
Investment Advisor Firm

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Overview

Hamilton Lane operates as an advisory firm that has its headquarters in Bala Cynwyd, Pennsylvania. The firm controls $503.0 billion in total assets over 272 customer accounts, making it one of the largest firms in the country by assets under management (AUM). The company has a large group of 387 employees, one hundred twenty of whom are financial advisors. Hamilton Lane is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, stocks and options.

Hamilton Lane oversees 171 of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without needing client approval. The firm also has 101 non-discretionary accounts totaling $434.3 billion in assets. The company's typical account size is $1.8 billion. The typical advisor at Hamilton Lane manages around two client accounts, making it one of the most personalized advisor firms in the country.

The company's headquarters is at One Presidential Boulevard, 4Th Floor, Bala Cynwyd, Pennsylvania 19004. The firm is registered to serve investors throughout 6 states, including California, Florida, Nevada, New York, Oregon and Pennsylvania.

Assets Under Management

$503.0 billion

Number of Advisors

120

Disclosures

No

Office Location

One Presidential Boulevard, 4Th Floor
Bala Cynwyd, PA 19004

Hamilton Lane by the Numbers

Total Assets Under Management

$503.0 billion

National Average: $3.7 billion
Total Number of Employees

387

National Average: 29
Total Number of Accounts

272

National Average: 2,073
Average Account Size

$1.8 billion

National Average: $1.8 million

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Products and Services

Hamilton Lane provides multiple financial services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. It is not engaged in selling products or offering services other than investment advisory services to its investment advisory customers. The company is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 4% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 10% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees usually are based on the type of financial services offered. However, fee types charged by Hamilton Lane most likely include the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company works with a broad range of investors. Hamilton Lane caters to banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations and other. Out of its 272 accounts, Hamilton Lane's biggest client group is pension plans. About 38% of the firm's accounts are non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 95.56%
  • Charitable Organizations - 4.44%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Hamilton Lane does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA