Hamilton Lane

RIASEC RegisteredEst. 1998

Total AUM

$142B

Discretionary

$142B

100% of AUM

Avg account

$611M

Accounts

232

Employees

740

Advisory reps

Firm details

Headquarters: Conshohocken, Pennsylvania
CRD number: 107876
Registered since: August 24, 1998
Website: www.hamiltonlane.com
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: Pooled Investment Vehicles31.65%
State / Municipal Government25.96%
Pension & Profit Sharing Plans21.74%
Insurance Companies8.33%
Investment Companies4.65%
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 LLC is a private markets manager and fund sponsor that traces its SEC registration to 1998. The firm operates as a limited liability company focused on pooled investment vehicles and private funds rather than acting as a pure capital allocator. Its client base is primarily institutional, and its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Hamilton Lane conducts portfolio management for investment companies, pooled vehicles and institutional clients, and its advisory scope extends to pension consulting, selection of other advisers, and educational publishing and workshops. The firm is also identified as an active ESG investor and lists CPO/CTA activity among its business roles.