Hamilton Lane Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
51
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 an LLC and is registered with the SEC since 2016. FINTRX classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and an individual. The record indicates the firm is not structured as a capital allocator. The firm does not appear to position itself around ESG mandates or multi-state advisory activity; FINTRX flags it as not an active ESG investor and not a multi-state adviser. It is also not marked as a newly formed adviser, a pension consultant, or a related adviser in the FINTRX snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Robert Shin

    Robert Shin

    Chief Compliance OfficerCRD 2683514

Contacts

3 of 50
  • Kyle Ross

    Kyle Ross

    Vice PresidentCRD 6232633

  • Michael Stirparo

    Michael Stirparo

    Registered RepresentativeCRD 7643355

  • John Mclane

    Registered RepresentativeCRD 7485366

Unlock 47 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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