# 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.

- CRD: 162590
- Filed as: HAMILTON ROBINSON LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162590
- AdvisorCensus page: https://advisorcensus.com/firm/hamilton-robinson-llc-stamford-ct-162590

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Asset-based fee: 2% of assets a year

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $292,350,000
- Discretionary: $292,350,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $292,350,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hrco.com
- Facebook @HAMILTON-ROBINSON-CAPITAL-PARTNERS-128382430585263
- LinkedIn @HAMILTON-ROBINSON-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $260,594,931 | 10 | June 25, 2021 |
| October 2022 | $340,760,280 | 10 | March 31, 2022 |
| October 2023 | $364,500,000 | 10 | March 31, 2023 |
| October 2024 | $369,000,000 | 11 | March 27, 2024 |
| October 2025 | $249,000,000 | 10 | March 27, 2025 |
| October 2026 | $292,350,000 | 10 | July 28, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hamilton Robinson LLC (CRD 162590): Form ADV filing data as of October 2026.