Hamilton Grant LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
Calabasas, California
CRD number
166180
Registered since
January 17, 2014

Firm profile

FINTRX

Overview

Hamilton Grant LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is SEC-registered (registration year listed as 2014) and is owned through a combination of a domestic entity and an individual. The snapshot does not present a conventional RIA profile of client segments or fee schedules; instead the record is limited to high-level regulatory and organizational attributes. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, not described as a pension consultant, and is not recorded as a related adviser. FINTRX does not provide discrete descriptions of Hamilton Grant LLC’s advisory activities or its fee structure in the available summary.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Donald Bizub

    Donald Bizub

    Chief Executive OfficerCRD 1600090

  • David Collett

    David Collett

    VP, CFOCRD 2352407

  • Bradley Kaiser

    Bradley Kaiser

    Chief Compliance OfficerCRD 2523397

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Contacts

3 of 27
  • Andrew Kuo

    Andrew Kuo

    Managing PartnerCRD 4415637

  • Ranjeet Guptara

    Ranjeet Guptara

    Managing DirectorCRD 7203719

  • Doron Kochavi

    Doron Kochavi

    FounderCRD 1011155

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
26963 Alsace Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth