HAMILTON ASSET ADVISERS

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
YARDLEY, Pennsylvania
CRD number
291683
Registered since
May 11, 2020

Firm profile

FINTRX

Overview

Hamilton Asset Advisers, LLC is an SEC-registered adviser that appears to operate primarily as a sponsor and manager of pooled real estate investments rather than as a traditional retail advisory firm. The firm serves as a general partner and managing member for at least one private pooled vehicle, indicating its core activities center on fund formation, capital raising and asset-level oversight. Hamilton Asset Advisers is not marked as an active ESG investor and does not report multi-state advisory activity; its organizational structure and registrations point to a firm built around private fund sponsorship and private capital deployment rather than broad wealth-management or wrap-fee retail advisory services. The firm’s public filings identify it as an entity that acts in multiple sponsor and manager roles for pooled vehicles. That role set typically includes sourcing and underwriting real estate opportunities, structuring limited partner arrangements, negotiating financing and joint ventures, and coordinating property or asset managers on behalf of limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID LOESSER

    PresidentCRD 3177524

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

YARDLEY, PA

BUCKS

Location

YARDLEY, PA

Headquartered in YARDLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
37 S Delaware Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth