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HAMILTON LANE

110 Washington Street
Suite 1300
Conshohocken, Pennsylvania 19428
Tel: 610-934-2222

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About HAMILTON LANE

HAMILTON LANE, formally registered with the SEC as HAMILTON LANE. The firm was established in 08/24/1998. They have over 22 offices throughout the country.

HAMILTON LANE is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $124,406,091,995 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 656 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107876
SEC#801-55813
Assets Managed by Firm$124,406,091,995
No. of Clients193
No. of Advisors656

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total193$124,406,091,995
Pension and profit sharing plans49$30,532,448,310
Charitable organizations2$361,529,069
Other investment advisers1$1,010,998
Corporations or other businesses4$964,588,072

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VANGUARD GLOBAL ADVISERS, LLC
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$432,749,681,046153262
VANGUARD ADVISERS, INC.
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$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

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