HAMILTON LANE

RIASEC RegisteredEst. 1998
Total AUM
$138B
Discretionary
$138B
100% of AUM
Avg account
$646M
Accounts
214
Employees
651
Advisory reps
9

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
107876
Registered since
August 24, 1998
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITIZENS SECURITIES, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • State / Municipal Government31.61%
  • Pooled Investment Vehicles26.24%
  • Pension & Profit Sharing Plans23.47%
  • Insurance Companies7.49%
  • Other3.49%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hamilton Lane operates as a private-markets investment firm focused on serving institutional clients with a suite of pooled vehicles and advisory services. The firm concentrates its activity on private funds and other alternative structures, acting both as a manager/sponsor of pooled vehicles and as a conduit to third‑party managers. Its advisory menu includes portfolio management for investment companies and pooled investment vehicles, selection of other advisers, and educational and publication services. Fee arrangements span percentage-of-AUM, fixed fees and performance-based fees. Hamilton Lane is also identified as an active ESG investor, which informs manager selection and fund underwriting across its private-market mandates. The firm’s business activities include operating in commodity pool/commodity trading adviser capacities in addition to serving as sponsor, GP or managing member of pooled vehicles. That dual role — running proprietary funds while directing allocations to outside private equity, venture, credit and real estate managers — frames its investment posture: deep exposure to illiquid private markets with complementary liquid strategies for working capital and liquidity management.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Private Funds 93%, Non-Exchange Traded Equities 7%93%
  • Private Funds93%
  • Non-Exchange Traded Equities7%

Owners & executives

3 of 6
  • DREW CARL

    Chief Accounting OfficerCRD 8121298

  • ERIK HIRSCH

    Co-CEOCRD 6360335

  • Juan Delgado-Moreira

    Co-CEOCRD 7948844

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Contacts

3 of 3
  • HARTLEY ROGERS

    Co-ChairmanCRD 1515783

  • LYDIA GAVALIS

    General CounselCRD 4868555

  • MARIO GIANNINI

    Executive ChairmanCRD 4367419

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