Hamilton Lane Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
52
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 is SEC-registered (registration year 2016). Filings identify the owner type as a mix of a domestic entity and an individual and list the firm's regulatory classification as unclassified. The firm is not described as a capital allocator, and it does not report activity as an ESG investor. It is not registered as a multi-state adviser, is not marked as a newly formed adviser, and does not present itself as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Robert Shin

    Robert Shin

    Chief Compliance OfficerCRD 2683514

Contacts

3 of 51
  • 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

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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

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

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