Hamilton Lane
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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
Number of Advisors
Disclosures
Office Location
Hamilton Lane by the Numbers

$503.0 billion

387

272

$1.8 billion
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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
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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.
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Offered by 4% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 10% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
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
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Offered by 74% of firms
Percentage of Assets
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Offered by 17% of firms
Performance-based
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Offered by 40% of firms
Fixed
Unavailable
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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