HAMILTON LANE SECURITIES LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
50
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 and appears in SEC records dating to 2016. Public data classifies the firm as "Unclassified" and indicates ownership by a combination of a domestic entity and an individual. The profile indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. The available record also flags the firm as not multi-state and not newly formed. There is very little granular disclosure about Hamilton Lane Securities LLC’s business lines, advisory services, client segments, or fee arrangements in the source dataset. That lack of detail limits visibility into target client types, investment process, and service model.

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

    Chief Compliance OfficerCRD 2683514

Contacts

3 of 49
  • Kyle Ross

    Vice PresidentCRD 6232633

  • Michael Stirparo

    Registered RepresentativeCRD 7643355

  • John Mclane

    Registered RepresentativeCRD 7485366

Unlock 46 more contacts

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