Hamilton Lane

CRD#107876
Investment Advisor Firm

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Overview

Hamilton Lane operates as an advisory company that has its headquarters in Bala Cynwyd, Pennsylvania. Hamilton Lane has $450.7 billion in total assets throughout 238 client accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). It has a large team of 316 employees, of which 115 are financial advisors. Hamilton Lane does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, stocks and bonds.

Hamilton Lane manages most of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions without requiring client permission. The company also administers 95 non-discretionary accounts totaling $397.0 billion in assets under management. The advisory firm oversees roughly $1.9 billion for each client account. The average financial advisor at Hamilton Lane manages about two client accounts, placing it among the most individualized financial advisor firms in the country.

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

Number of Advisors

115

Disclosures

No

Office Location

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

Hamilton Lane by the Numbers

Total Number of Employees

316

National Average: 4,943
Total Number of Accounts

238

National Average: 2,522
Average Account Size

$1.9 billion

National Average: $1.3 million

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Products and Services

Hamilton Lane provides multiple financial services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Hamilton Lane is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients. It is also affiliated with one or more 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

Fees for financial management largely vary depending on which service is offered. Fee types billed by Hamilton Lane likely are comprised of any blend of the following fee structures: asset-based, fixed or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

Available

  • Offered by 75% 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 37% 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 3% 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 does business with a broad range of clients. The firm works with banking institutions, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisors, insurance companies, sovereign wealth funds, corporations and other types of clients. Out of its 238 customers, Hamilton Lane's largest client type by number of accounts is pension plans. Around 33% of the company's clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 94.89%
  • Charitable Organizations - 5.11%

* 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