Hamilton Lane Advisors LLC is a large advisory firm based in Bala Cynwyd. It manages $483.79 billion of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Nevada, and 3 other states.
Hamilton Lane Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hamilton Lane Advisors LLC is $483.79 billion. The firm's AUM has grown by 4444% since the beginning of its operation, and $234.37 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Hamilton Lane Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, other investment advisers, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Ormond Griffith Sexton is state or municipal government entities with 47 clients and $221.7 billion of assets under management. Among the 12 most similar advisory firms, Hamilton Lane Advisors has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $476.54 billion for 234 clients. 37% of the firm’s clients are foreign persons or businesses.
Hamilton Lane Advisors also advises several private funds. Namely, two hundred sixty two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $100,000,000.
The company employs 356 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 12 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ormond Griffith Sexton has been acting as President since 1 Dec 2003. Frederick Ward Charlton Shaw joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hamilton Lane Advisors LLC performs its advisory services is located at One Presidential Boulevard, 4 Th Floor, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-934-2222 or by fax 610-617-9853. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at hamiltonlane.com/.