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Learn more about Hamilton Lane
Hamilton Lane operates as a financial advisory firm based in Conshohocken, Pennsylvania. It has $901.5 billion in assets throughout 304 accounts, making it one of the largest firms in the country by assets under management (AUM). The company has a large group, including 159 financial advisors. Hamilton Lane is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, equities and options.
Hamilton Lane administers 188 of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without requiring client permission. Hamilton Lane also administers 116 non-discretionary accounts with a total of $795.0 billion in AUM. The investment advisory firm oversees an average of $3.0 billion for every account. An average advisor at Hamilton Lane administers around two client accounts, placing it among the most personalized advisor firms in the country.
The company's central office is located at 110 Washington Street, Conshohocken, Pennsylvania 19428. Hamilton Lane is legally allowed to serve investors across a few states, including California, Colorado, Florida, Nevada, New York, Oregon and Pennsylvania.
Assets Under Management
Number of Advisors
Hamilton Lane by the Numbers
Products and Services
Hamilton Lane offers a number of services, which can include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. It is involved in selling products or offering services different than investment advisory services to its clients. It also has a number of financial industry affiliations, 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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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.
Offered by 20% 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 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
Offered by 6% of firms
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees charged by financial advisors largely depend on the financial services provided. However, fee types billed by the company most likely include any blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Offered by 69% of firms
Percentage of AssetsShow 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 26% of firms
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 32% of firms
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.
Find one of the 21% of firms that offer this fee type
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 1% of firms that offer this fee type
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 0% of firms that offer this fee type
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 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Hamilton Lane does business with a broad range of investors. The company provides services 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 304 customers, Hamilton Lane's largest client type is pension plans. Around 39% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 96.01%
- Charitable Organizations - 3.99%
* 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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Hamilton Lane does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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