AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Hamilton Robinson LLC
Hamilton Robinson LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.
Quick answers
From the filingHow is Hamilton Robinson LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hamilton Robinson LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Hamilton Robinson LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 28, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Hamilton Robinson LLC located?
Hamilton Robinson LLC's principal office is in Stamford, CT, according to its Form ADV.
Is Hamilton Robinson LLC registered with the SEC or a state?
Hamilton Robinson LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 162590.
How much does Hamilton Robinson LLC manage?
Hamilton Robinson LLC reports $292,350,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).
How have Hamilton Robinson LLC's assets and staff changed since 2021?
In the Form ADV data for Hamilton Robinson LLC: Regulatory assets under management: $260,594,931 in the October 2021 data and $292,350,000 in the October 2026 data, up 12%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hamilton Robinson LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).
Does Hamilton Robinson LLC 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/162590
What changed in Hamilton Robinson LLC's recent Form ADV filings?
In the August 2026 filing data: 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
- 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 2AAsset-based fee: 2% of assets a year
The brochure's wording
The Partnership Agreement for Fund V provides for a management fee (a “ Management Fee”) of 2% of capital commitments subject to a reduction to 2% of Net Invested Capital upon the conclusion of the Fund V’s investment period, or at such time as Hamilton Robinson closes its next fund, whichever is earlier.
As stated in the firm's Form ADV Part 2A brochure dated July 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$292,350,000 as of October 2026, filing dated July 28, 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 pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 10. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $292,350,000 | 10 | July 28, 2026 |
| October 2025 | $249,000,000 | 10 | March 27, 2025 |
| October 2024 | $369,000,000 | 11 | March 27, 2024 |
| October 2023 | $364,500,000 | 10 | March 31, 2023 |
| October 2022 | $340,760,280 | 10 | March 31, 2022 |
| October 2021 | $260,594,931 | 10 | June 25, 2021 |
Regulatory assets under management: $260,594,931 in the October 2021 data and $292,350,000 in the October 2026 data, up 12%.
Total employees: 10 in October 2021 and 10 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- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $249,000,000 to $292,350,000 (+17%).
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 Robinson LLC (CRD 162590): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hamilton-robinson-llc-stamford-ct-162590