AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Hamilton Lane
Hamilton Lane is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.
Quick answers
From the filingHow is Hamilton Lane compensated?
On its Form ADV (Item 5.E, October 2026), Hamilton Lane reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Hamilton Lane located?
Hamilton Lane's principal office is in Conshohocken, PA, according to its Form ADV; the July 2026 filing also lists 22 other offices (Schedule D, Section 1.F).
Is Hamilton Lane registered with the SEC or a state?
Hamilton Lane is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 107876.
How much does Hamilton Lane manage?
Hamilton Lane reports $141,833,964,349 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).
How have Hamilton Lane's assets and staff changed since 2021?
In the Form ADV data for Hamilton Lane: Regulatory assets under management: $718,905,703,349 in the October 2021 data and $141,833,964,349 in the October 2026 data, down 80%. Total employees: 429 in October 2021 and 740 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hamilton Lane serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (87); pension and profit sharing plans (but not the plan participants or government pension plans) (56); state or municipal government entities (including government pension plans) (21).
Which custodians does Hamilton Lane use?
Hamilton Lane's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.
Does Hamilton Lane report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107876
What changed in Hamilton Lane's recent Form ADV filings?
In the July 2026 filing data: Changed its office addresses in Frankfurt Am Main. Changed its office addresses in Lake Oswego, OR. Changed its office addresses in Mexico City. Changed its office addresses in Miami, FL. Changed its office addresses in Stockholm. Changed its office addresses in Sydney. Changed its office addresses in Toronto. Added an office in Santiago. No longer lists an office in Englewood, CO. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated June 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$141,833,964,349 as of October 2026, filing dated June 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Hamilton Lane Advisors, L.L.C.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1998 (28 years)
- Employees
- Total: 740. Performing investment advisory functions: 257.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
22 other offices, as of the July 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $141,833,964,349 | 740 | June 26, 2026 |
| October 2025 | $138,295,106,768 | 651 | June 27, 2025 |
| October 2024 | $124,406,091,995 | 656 | July 25, 2024 |
| October 2023 | $856,992,911,981 | 586 | June 29, 2023 |
| October 2022 | $901,548,041,456 | 506 | June 28, 2022 |
| October 2021 | $718,905,703,349 | 429 | June 28, 2021 |
Regulatory assets under management: $718,905,703,349 in the October 2021 data and $141,833,964,349 in the October 2026 data, down 80%.
Total employees: 429 in October 2021 and 740 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Changed its office addresses in Frankfurt Am Main.
- Changed its office addresses in Lake Oswego, OR.
- Changed its office addresses in Mexico City.
- Changed its office addresses in Miami, FL.
- Changed its office addresses in Stockholm.
- Changed its office addresses in Sydney.
- Changed its office addresses in Toronto.
- Added an office in Santiago.
- No longer lists an office in Englewood, CO.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hamilton Lane (CRD 107876): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876