Hamilton Lane

CRD#107876
Investment Advisor Firm

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Overview

Hamilton Lane is a financial advisor firm that has its headquarters in Bala Cynwyd, Pennsylvania. Hamilton Lane administers $483.8 billion in total assets over 260 client accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The firm has a large team of 356 employees, including 115 financial advisors. Hamilton Lane is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets such as equities, bonds and options.

Hamilton Lane administers more than half of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without requiring the customer's consent. It also manages 101 non-discretionary accounts totaling $422.0 billion in assets. The investment advisory firm's average account size is $1.9 billion. The typical advisor at Hamilton Lane administers about two client accounts, placing it among the most personalized advisor firms in the country.

The firm's headquarters is at One Presidential Boulevard, 4Th Floor, Bala Cynwyd, Pennsylvania 19004. Hamilton Lane is legally allowed to serve clients throughout a few states, including California, Florida, Nevada, New York, Oregon and Pennsylvania.

Assets Under Management

$483.8 billion

Number of Advisors

115

Disclosures

No

Office Location

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

Hamilton Lane by the Numbers

Total Assets Under Management

$483.8 billion

National Average: $3.3 billion
Total Number of Employees

356

National Average: 31
Total Number of Accounts

260

National Average: 1,935
Average Account Size

$1.9 billion

National Average: $1.7 million

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Products and Services

Hamilton Lane provides multiple financial services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. It does not sell products or offer services other than investment advice to its investment advisory customers. Hamilton Lane 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 are based on the type of financial services offered. Fee types billed by the company can be comprised of the following fee types: asset-based, fixed or performance-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 72% 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 39% 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

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    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

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    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 manages money for a number of different investors. It caters to banking institutions, 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 260 accounts, Hamilton Lane's largest client group by number of accounts is pension plans. About 37% of the company's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 95.33%
  • Charitable Organizations - 4.67%

* 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