Hamilton Lane

CRD#107876
Investment Advisor Firm

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Learn more about Hamilton Lane

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Hamilton Lane operates as a financial advisory firm that has its headquarters in Conshohocken, Pennsylvania. The firm oversees $718.9 billion in assets over 286 accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). The company has a large group, including 124 financial advisors. Hamilton Lane does not act as a registered broker-dealer, signifying that the advisor 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 defined as exchangable fiscal assets such as bonds, options and stocks.

    Hamilton Lane manages 177 of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices without requiring client authorization. The firm also has 109 non-discretionary accounts totaling $631.0 billion in assets. The advisory firm administers an average of $2.5 billion for every account. The typical financial advisor at Hamilton Lane administers about two client accounts, placing it among the most personalized firms in the country.

    Hamilton Lane’s headquarters is located at 110 Washington Street, Conshohocken, Pennsylvania 19428. The company is legally allowed to serve investors throughout 7 states, including California, Colorado, Florida, Nevada, New York, Oregon and Pennsylvania.

    Assets Under Management

    $718.9 billion

    Number of Advisors

    124

    Disclosures

    No

    Office Location

    110 Washington Street
    Conshohocken, PA 19428

    Hamilton Lane by the Numbers

    Total Assets Under Management

    $718.9 billion

    National Average: $9.0 billion
    Total Number of Employees

    429

    National Average: 71,771
    Total Number of Accounts

    286

    National Average: 4,329
    Average Account Size

    $2.5 billion

    National Average: $2.1 million

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    Products and Services

    Hamilton Lane offers a number of services, which can consist of 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. The firm is not involved in selling products or offering services other than investment advice to its investment advisory clients. Hamilton Lane is also affiliated with one or more other companies 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.

    • Find a firm that offers this service

      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 21% 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 7% 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 which service is offered. Fees charged by the company can 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 provided by the company.

    Available

    • Offered by 70% 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 26% 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 33% 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 21% 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 1% 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 0% 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 10% 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 number of different investors. The company 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 286 accounts, Hamilton Lane's biggest client by number of accounts is pension plans. About 63% of the firm's customers are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 95.76%
    • Charitable Organizations - 4.24%

    * 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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    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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