Hamilton Lane Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
53
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
281510
Registered since
March 31, 2016

Firm profile

FINTRX

Overview

Hamilton Lane Securities LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. Public summary fields classify the firm as "Unclassified" and disclose only a small set of high-level attributes: it does not identify as a capital allocator, does not mark itself as an active ESG investor, and is not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided detail about its advisory activities, fee schedules, or core business lines in the source data. That limited disclosure makes it difficult to assess client focus, target markets, or investment approach from the available records.

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

1 of 1
  • Robert Shin

    Robert Shin

    Chief Compliance OfficerCRD 2683514

Contacts

3 of 52
  • Kyle Ross

    Kyle Ross

    Vice PresidentCRD 6232633

  • Paul Schemel

    Paul Schemel

    Vice PresidentCRD 6272935

  • Courtney Ghysels

    Courtney Ghysels

    Vice PresidentCRD 6380338

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Wealth teams

FINTRX

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

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, 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
Montgomery
Address
110 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth