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 has been SEC-registered since 2016. Public records for the firm are sparse: it is listed as an unclassified adviser and is not identified as a capital allocator, related adviser, pension consultant, or multi-state adviser. The firm does not report being an active ESG investor. Ownership is noted as domestic entity / individual, but the firm has not provided descriptive detail about its advisory activities, client types, or fee model in the available source.

Assets & Accounts

Investments & Alternatives

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

  • Michael Stirparo

    Michael Stirparo

    Registered RepresentativeCRD 7643355

  • John Mclane

    Registered RepresentativeCRD 7485366

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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

Intelligence for Private Wealth