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 has been SEC-registered since 2016. The FINTRX snapshot characterizes the firm’s ownership as a combination of a domestic entity and an individual and lists its regulatory classification as "Unclassified." The profile indicates the firm does not identify as a capital allocator and is not positioned as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The dataset does not disclose fee schedules, stated business activities, advisory services, or a client base for the firm. That absence of operational detail in the snapshot limits visibility into the firm’s client-facing services, target markets, or typical engagement models.

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 49
  • Kyle Ross

    Kyle Ross

    Vice PresidentCRD 6232633

  • Michael Stirparo

    Michael Stirparo

    Registered RepresentativeCRD 7643355

  • John Mclane

    Registered RepresentativeCRD 7485366

Unlock 46 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth