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 a private equity–focused investment adviser that manages pooled investment vehicles on behalf of institutional clients. The firm acts as sponsor, general partner and managing member of its funds, positioning itself to both originate and steward private equity investments rather than operating primarily as a broad allocator to many asset classes. Its fee model combines a percentage-of-assets-under-management component with performance-based fees, aligning manager economics with fund-level outperformance. The firm is not an active ESG investor and concentrates its activities on portfolio management for pooled investment vehicles. Hamilton Robinson’s scale and fund structure point to a mid‑market private equity orientation: the adviser runs a small number of concentrated funds and appears to operate with a focused client base and compact investor base rather than a mass-market retail platform.

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
  • A. OSTBERG

    Chief Financial OfficerCRD 6315578

Contacts

3 of 3
  • BRANDON RICHTER

    PartnerCRD 5560155

  • SCOTT OAKFORD

    Managing PartnerCRD 6038000

  • 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