Hamilton Lane

RIASEC Registered

Total AUM

$142B

Discretionary

$142B

100% of AUM

Avg account

$611M

Accounts

232

Employees

740

Advisory reps

Firm details

Headquarters: Conshohocken, Pennsylvania
CRD number: 107876
Registered since: August 24, 1998
Website: www.hamiltonlane.com
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITIZENS SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles31.65%
State / Municipal Government25.96%
Pension & Profit Sharing Plans21.74%
Insurance Companies8.33%
Investment Companies4.65%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hamilton Lane operates as a limited liability company that positions itself primarily as a private fund manager and fund provider to institutional clients. The firm is registered with the SEC (registration year 1998) and reports a mix of advisory activities that include portfolio management for investment companies, pooled investment vehicles and institutional clients, selection of other advisers, pension consulting services, and educational publishing/seminars. It also has CPO/CTA-related business activities and is active on ESG matters. Fee arrangements reported include asset-based, fixed, and performance-linked components. Ownership and control are described as domestic entity and individual ownership.