Private fund adviser · Conshohocken, PA
Hamilton Lane
Hamilton Lane Advisors, L.L.C. · SEC-registered investment adviser · CRD 107876 · SEC 801-55813
At a glance
Hamilton Lane is an SEC-registered investment adviser based in Conshohocken, Pennsylvania, with $141.8 billion in regulatory assets under management as of its Form ADV filed June 26, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 57th of 4,686 private fund advisers and 194th of 17,210 SEC-registered advisers by assets.
Main office 610-934-2222hamiltonlane.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $142B
- Rank among private fund advisers
- #57 of 4,686
- Rank among all SEC RIAs
- #194 of 17,210
- Rank in Pennsylvania
- #13 of 564
- Clients
- 232
- Accounts
- 232
- Discretionary
- 100% of AUM
- Employees
- 740
- Advisory staff
- 257
- Offices
- 23
Owners and executives on its Form ADV
- Hartley R. RogersCo-Chairman
- Mario L. GianniniCo-Chairman
- Erik R. HirschCo-Chief Executive Officer
- Lydia A. GavalisGeneral Counsel
- Robert D. ShinChief Compliance Officer
- Andrea F. AnigatiChief Operating Officer
- Jeffrey B. ArmbristerChief Financial Officer
- Juan M. Delgado-MoreiraCo-Chief Executive Officer
- Drew T. CarlChief Accounting Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Hamilton Lane is a hybrid RIA: 44 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Hamilton Lane Securities LLC.
- Hamilton Lane Securities LLC ↗CRD 281510
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 87 | $45B | 32% |
| State or municipal government entities | 21 | $37B | 26% |
| Pension and profit sharing plans | 56 | $31B | 22% |
| Insurance companies | 20 | $12B | 8% |
| Investment companies | 6 | $6.6B | 5% |
| Other | 19 | $4.6B | 3% |
| Banking or thrift institutions | 8 | $3.0B | 2% |
| Sovereign wealth funds and foreign official institutions | 8 | $1.7B | 1% |
| Corporations or other businesses | 4 | $1.0B | <1% |
| Charitable organizations | 2 | $482M | <1% |
| Other investment advisers | 1 | $1M | <1% |
Private funds
Hamilton Lane reports 553 private funds with $138B in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Hamilton Lane reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗hamiltonlane.com ↗
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The full record on Hamilton Lane
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 158 peers of its type and size
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- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Hamilton Lane manage?
Hamilton Lane reports $141.8 billion in regulatory assets under management across 232 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 26, 2026.
What kind of firm is Hamilton Lane?
Hamilton Lane is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Hamilton Lane’s clients?
By assets, its largest client types are pooled investment vehicles ($44.9 billion, 87 clients); state or municipal government entities ($36.8 billion, 21 clients); pension and profit sharing plans ($30.8 billion, 56 clients).
Does Hamilton Lane manage private funds?
Yes. It reports 553 private funds with $138.4 billion in gross assets, including private equity funds, other private funds.
Does Hamilton Lane have any disciplinary history?
Hamilton Lane reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hamilton Lane’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →