Hamilton Robinson LLC

RIASEC RegisteredEst. 2021
Total AUM
$292M
Discretionary
$292M
100% of AUM
Avg account
$24.4M
Accounts
12
Employees
10
Advisory reps
4

Firm details

Headquarters
Stamford, Connecticut
CRD number
162590
Registered since
July 27, 2021
Website
hrco.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hamilton Robinson LLC is an SEC-registered private equity manager organized as a limited liability company and registered in 2021. The firm primarily runs pooled private equity vehicles and serves institutional clients rather than individual retail investors. It functions as sponsor, general partner and managing member for the funds it advises, carrying out portfolio management for those pooled vehicles rather than acting as a third‑party capital allocator. Fees include a percentage-of-assets component alongside performance-based compensation. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • A. Ostberg

    A. Ostberg

    Chief Financial OfficerCRD 6315578

Contacts

3 of 3
  • James Parmelee

    CRD 2264644

  • Brandon Richter

    Brandon Richter

    PartnerCRD 5560155

  • Christian Lund

    Christian Lund

    PartnerCRD 2871694

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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
301 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth