# 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.

- CRD: 107876
- Filed as: HAMILTON LANE
- Legal name: Hamilton Lane Advisors, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107876
- AdvisorCensus page: https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- The Bank of New York Mellon

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.

### Regulatory assets under management (Item 5.F)
- Total: $141,833,964,349
- Discretionary: $141,833,964,349
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 8 | $3,015,889,120 |
| Investment companies | 6 | $6,600,915,295 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 87 | $44,892,029,631 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 56 | $30,839,378,361 |
| Charitable organizations | 2 | $482,275,549 |
| State or municipal government entities (including government pension plans) | 21 | $36,818,320,309 |
| Other investment advisers | 1 | $842,238 |
| Insurance companies | 20 | $11,819,161,342 |
| Sovereign wealth funds and foreign official institutions | 8 | $1,733,043,606 |
| Corporations or other businesses not listed above | 4 | $1,000,278,132 |
| Other | 19 | $4,631,830,766 |

### 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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 740 total, 257 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, NY, OR, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Central Hong Kong
- Dubai
- Frankfurt Am Main
- Herzliya Pituach
- Lake Oswego, OR
- London
- Mexico City
- Miami, FL
- Milano
- Moosic, PA
- New York, NY
- Philadelphia, PA
- San Francisco, CA
- Santiago
- Seoul
- Shanghai Municipality
- Singapore
- Stockholm
- Sydney
- Tokyo
- Toronto
- Zurich

### Websites listed on Form ADV (Item 1.I)
- explore.hamiltonlane.com
- hamiltonlane.com
- hamiltonlane.com.au
- securitytrust.hamiltonlane.com
- shareholders.hamiltonlane.com
- threads.com/@hamiltonlaneinc
- vimeo.com/user31219176
- Facebook @hamiltonlaneadvisors
- Instagram @hamiltonlaneinc
- LinkedIn @hamilton-lane
- X @hamilton_lane
- YouTube @hamilton_lane

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $718,905,703,349 | 429 | June 28, 2021 |
| October 2022 | $901,548,041,456 | 506 | June 28, 2022 |
| October 2023 | $856,992,911,981 | 586 | June 29, 2023 |
| October 2024 | $124,406,091,995 | 656 | July 25, 2024 |
| October 2025 | $138,295,106,768 | 651 | June 27, 2025 |
| October 2026 | $141,833,964,349 | 740 | June 26, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamilton Lane (CRD 107876): Form ADV filing data as of October 2026.