HAMILTON ASSET ADVISERS
Firm details
- Headquarters
- YARDLEY, Pennsylvania
- CRD number
- 291683
- Registered since
- May 11, 2020
Firm profile
FINTRXOverview
Hamilton Asset Advisers, LLC is an SEC-registered adviser that appears to operate primarily as a sponsor and manager of pooled real estate investments rather than as a traditional retail advisory firm. The firm serves as a general partner and managing member for at least one private pooled vehicle, indicating its core activities center on fund formation, capital raising and asset-level oversight. Hamilton Asset Advisers is not marked as an active ESG investor and does not report multi-state advisory activity; its organizational structure and registrations point to a firm built around private fund sponsorship and private capital deployment rather than broad wealth-management or wrap-fee retail advisory services. The firm’s public filings identify it as an entity that acts in multiple sponsor and manager roles for pooled vehicles. That role set typically includes sourcing and underwriting real estate opportunities, structuring limited partner arrangements, negotiating financing and joint ventures, and coordinating property or asset managers on behalf of limited partners.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DAVID LOESSER
PresidentCRD 3177524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
YARDLEY, PA
BUCKS
Location
YARDLEY, PA
Headquartered in YARDLEY, 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
- BUCKS
- Address
- 37 S Delaware Ave
- Time zone
- ET (UTC-5)
- Office locations
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