HAMILTON LANE
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
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds93%
- Non-Exchange Traded Equities7%
Owners & executives
3 of 6DREW CARL
Chief Accounting OfficerCRD 8121298
ERIK HIRSCH
Co-CEOCRD 6360335
Juan Delgado-Moreira
Co-CEOCRD 7948844
Contacts
3 of 3HARTLEY ROGERS
Co-ChairmanCRD 1515783
LYDIA GAVALIS
General CounselCRD 4868555
MARIO GIANNINI
Executive ChairmanCRD 4367419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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