Hamilton Lane Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
52
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
281510
Registered since
March 31, 2016

Firm profile

FINTRX

Overview

Hamilton Lane Securities LLC is organized as a limited liability company with a domestic-entity and individual ownership structure. Public filings classify the firm as "Unclassified" and provide little detail about its day-to-day advisory or business activities. Available metadata flags describe several aspects of the firm's positioning: it is not identified as a capital allocator, it does not list itself as an active ESG investor, and it is not reported as a multi-state adviser. The snapshot also indicates it is not a newly formed adviser, does not act as a pension consultant, and does not have a disclosed related-adviser relationship.

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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