DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hamilton Lane
Legal name Hamilton Lane Advisors, L.L.C.
Latest filing Jun 26, 2026
First filing on the tape Mar 28, 2012 · 29 filings
SEC status approved since Aug 24, 1998
RAUM
$142B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
740
257 advisory (5.B.1)
Offices
22
beyond the principal office
Private funds
553
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$142B as of Jun 26, 2026
Mar 28, 2012$147B then
HNW client RAUM$0 as of Jun 26, 2026
Jun 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Jun 27, 20130 then
Employees (5.A)740 as of Jun 26, 2026
Jun 27, 2013182 then
Private funds553 as of Jun 26, 2026
Mar 28, 201257 then
RAUM -83% over the last fiscal year-42% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
Archetypes, each a printed rule
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $611MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 58%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived23 offices incl. principal (1.F.5)
- RAUM growth, one year
- -85%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$45B33%
- State and municipal entities$37B27%
- Pension and profit-sharing plans$31B22%
- Insurance companies$12B8.6%
- Investment companies$6.6B4.8%
- Banks and thrifts$3.0B2.2%
- Sovereign wealth funds$1.7B1.3%
- Corporations and businesses$1.0B0.7%
- Charitable organizations$482M0.4%
- Other investment advisers$842,2380.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 56reported
- Charitable clients
- 2reported
- Accounts
- 232reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.36 institutional_share=0.58 related_bd=true related_bank=true bd_reps=44.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
200 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Green Core Fund, L.P. | Private Equity Fund | $4.4B | 2 | Mar 28, 2012 |
| Hl Private Assets Holdings LP | Private Equity Fund | $3.8B | 2 | Jun 26, 2020 |
| Hamilton Lane Global Private Assets Fund | Other Private Fund | $3.7B | 381 | Jun 26, 2020 |
| Hlsf V Holdings LP | Private Equity Fund | $3.5B | 3 | Jun 26, 2020 |
| Hamilton Lane Secondary Fund V LP | Private Equity Fund | $2.5B | 42 | Jun 26, 2020 |
| Toranomon Private Equity 2 LP | Private Equity Fund | $1.9B | 2 | Jun 28, 2021 |
| Toranomon Private Equity 2 Aiv LP | Private Equity Fund | $1.9B | 1 | Jun 28, 2021 |
| Tarragon Master Fund LP | Private Equity Fund | $1.9B | 2 | Jun 26, 2015 |
| Tarragon LP | Private Equity Fund | $1.9B | 1 | Jun 26, 2015 |
| Hamilton Lane Co-Investment Fund IV Holdings LP | Private Equity Fund | $1.8B | 3 | Jun 28, 2018 |
| Hamilton Lane Co-Investment Fund IV Holdings-2 LP | Private Equity Fund | $1.8B | 1 | Jun 28, 2018 |
| Hamilton Lane Co-Investment Fund IV LP | Private Equity Fund | $1.6B | 28 | Jun 28, 2018 |
| Hamilton Lane Co-Investment Feeder Fund IV LPno longer reported | Private Equity Fund | $1.3B | 114 | Jun 28, 2018 |
| Fourth Stockholm Global Private Equity L.P. | Private Equity Fund | $1.2B | 2 | Jun 27, 2013 |
| Hamilton Lane Secondary Feeder Fund V-B LP | Private Equity Fund | $1.2B | 52 | Jun 26, 2020 |
| Fifth Stockholm Global Private Equity LP | Private Equity Fund | $1.2B | 2 | Jun 27, 2019 |
| Hamilton Lane Equity Opportunities Fund V Holding LP | Private Equity Fund | $1.1B | 4 | Jun 28, 2021 |
| Hlsf IV Holdings LP | Private Equity Fund | $1.1B | 3 | Jun 29, 2016 |
| Hlsf Vi Holdings 2 LP | Private Equity Fund | $1.1B | 2 | Jun 28, 2024 |
| Sreh Hl Pe 1 (Master) LP | Private Equity Fund | $950M | 2 | Jun 28, 2018 |
| Sreh Hl Pe 1 LP | Private Equity Fund | $943M | 1 | Jun 28, 2018 |
| Hlas Global Coinvest LP | Private Equity Fund | $877M | 2 | Jun 27, 2019 |
| Libra Taurus Pe Fund Master LP | Private Equity Fund | $868M | 2 | Jun 27, 2019 |
| Hamilton Lane Equity Opportunities Fund V-B LP | Private Equity Fund | $854M | 65 | Jun 28, 2021 |
| Libra Taurus Investments Ltd. | Private Equity Fund | $846M | 1 | Jun 27, 2019 |
| Libra Taurus Pe Fund | Private Equity Fund | $844M | 2 | Jun 27, 2019 |
| Hamilton Lane Parallel Investors (As) LP, Series As | Private Equity Fund | $843M | 2 | Jun 29, 2016 |
| Hamilton Lane Strategic Opportunities Fund Vii Holdings LP | Private Equity Fund | $828M | 2 | Jun 28, 2022 |
| Hamilton Lane Secondary Feeder Fund V-A LP | Private Equity Fund | $769M | 39 | Jun 26, 2020 |
| Hamilton Lane Strategic Opportunities Fund Vii LP | Private Equity Fund | $752M | 22 | Jun 28, 2022 |
| Hamilton Lane Secondary Fund IV LP | Private Equity Fund | $739M | 40 | Jun 29, 2016 |
| Hamilton Lane Global Private Assets Canada (Feeder) Fund | Other Private Fund | $692M | 97 | Jun 28, 2021 |
| Hamilton Lane Strategic Opportunities Fund Vi (Series 2020) Holdings LP | Private Equity Fund | $686M | 2 | Jun 26, 2020 |
| Hamilton Lane Strategic Opportunities Offshore Fund Vii LP | Private Equity Fund | $685M | 94 | Jun 28, 2022 |
| Hamilton Lane Strategic Opportunities Fund Vi (Series 2020) LP | Private Equity Fund | $676M | 9 | Jun 26, 2020 |
| Sre Hl Pe 1 (Master) LP | Private Equity Fund | $675M | 2 | Jun 28, 2018 |
| Srz Hl Pe 1 (Master) LP | Private Equity Fund | $672M | 2 | Jun 28, 2018 |
| Sre Hl Pe 1 LP | Private Equity Fund | $669M | 1 | Jun 28, 2018 |
| Srz Hl Pe 1 LP | Private Equity Fund | $667M | 1 | Jun 28, 2018 |
| Hlsf Vi Holdings LP | Private Equity Fund | $663M | 4 | Jun 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Manuel Juan Delgado-Moreira · Co-Chief Executive Officercontrolsince 01/2024 · owns less than 5%
- Lucio Mario Giannini · Co-Chairmancontrolsince 01/2024 · owns less than 5%
- Robert Erik Hirsch · Co-Chief Executive Officercontrolsince 01/2024 · owns less than 5%
- Raymond Hartley Rogers · Co-Chairmancontrolsince 01/2024 · owns less than 5%
- Lucio Mario Giannini · Shareholdercontrolsince 04/2006 · owns 75% or more of Hamilton Lane Advisors Inc
- Raymond Hartley Rogers · Membercontrolsince 12/2003 · owns 50% to 75% of Hrhla, LLC
- Frances Andrea Anigati · Chief Operating Officersince 05/2023 · owns less than 5%
- Brian Jeffrey Armbrister · Chief Financial Officersince 08/2023 · owns less than 5%
- Ann Lydia Gavalis · General Counselsince 04/2017 · owns less than 5%
- Lemoyne Andrew Schardt · Vice Chairmansince 07/2023 · owns less than 5%
- Dong Robert Shin · Chief Compliance Officersince 11/2021 · owns less than 5%
Entity owners
- Hamilton Lane Inc · Managing Memberdirect · owns 50% to 75% · public reporting company
- Hla Investments, LLC · Memberdirect · owns 10% to 25%
- Hrhla, LLC · Memberindirect · owns 75% or more of Hla Investments, LLC
- Hamilton Lane Advisors Inc · Memberdirect · owns less than 5%
- Hl Management Investors LLC · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- 2020 Tactical Market Gp LLCpooled vehicle sponsory
- Allegro Gp LLCpooled vehicle sponsory
- Alpha Z Gp LLCpooled vehicle sponsory
- Alpha Z II Gp LLCpooled vehicle sponsory
- Alpha Z III Gp LLCpooled vehicle sponsory
- Alpha Z IV Gp LLCpooled vehicle sponsory
- Auspe Fund Gp LLCpooled vehicle sponsory
- Ct Private Investments Gp LLCpooled vehicle sponsory
- Dpe Investments Gp LLCpooled vehicle sponsory
- Epsilon Investment Gp LLCpooled vehicle sponsory
- Finance Street Gp LLCpooled vehicle sponsory
- Green Core Gp LLCpooled vehicle sponsory
- Hamilton Lane (Canada) LLCinvestment adviserpooled vehicle sponsory
- Hamilton Lane (Germany) Gmbhinvestment advisery
- Hamilton Lane (Germany) Gmbh Italy Branchinvestment advisery
- Hamilton Lane (Germany), Sverige Filialinvestment advisery
- Hamilton Lane (Hong Kong) Limitedinvestment advisery
- Hamilton Lane (Japan) G.K.investment advisery
- Hamilton Lane (Shanghai) Private Fund Management Co., Ltd.investment advisery
- Hamilton Lane (Uk) Limitedinvestment advisery
- Hamilton Lane Aifm Ltdinvestment advisery
- Hamilton Lane Co-Investment Fund II Holdings LPpooled vehicle sponsory
- Hamilton Lane Co-Investment Gp II LLCpooled vehicle sponsory
- Hamilton Lane Co-Investment Gp III LLCpooled vehicle sponsory
- Hamilton Lane Co-Investment Gp IV LLCpooled vehicle sponsory
- Hamilton Lane Co-Investment Gp LLCpooled vehicle sponsory
- Hamilton Lane Coptl LLCpooled vehicle sponsory
- Hamilton Lane Equity Opportunities Gp V LLCpooled vehicle sponsory
- Hamilton Lane European Smid Aggregator Fund Gp LLCpooled vehicle sponsory
- Hamilton Lane Global Smid II Gp LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom30 employees
- San Francisco, CA11 employees
- Central Hong Kong, China10 employees
- Lake Oswego, OR8 employees
- Shanghai Municipality, China4 employees
- La Jolla, CA3 employees
- Singapore, Singapore3 employees
- Miami, FL3 employees
- Toronto, Canada2 employees
- Milano, Italy1 employees
- Moosic, PA1 employees
- New York, NY1 employees
- Mexico City, Mexico1 employees
- Seoul, Korea, South1 employees
- Herzliya Pituach, Israel1 employees
- Frankfurt Am Main, Germany1 employees
- Sydney, Australia1 employees
- Tokyo, Japan1 employees
- Englewood, CO1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Jun 26, 2026private funds per $1B of RAUM of 3.9 against a peer median of 0.3 (66 comparable advisers, 100.0th percentile, 4.8 robust deviations)peers: other advisers, $20B and over (66) · 100% percentile
- account count collapseChange between filings · filing Apr 1, 2025accounts (Item 5.F.2.f) moved from 330.0 to 193.0 (-42.0%) between the annual amendments of 2023-06-29 and 2025-04-01; the peer median change was +2.0% (61 comparable advisers, 3.0th percentile of changes)peers: other advisers, $20B and over (61) · 3.3% percentile
- discretionary share shiftChange between filings · filing Apr 1, 2025discretionary share of RAUM moved from 13.0% to 100.0% between the annual amendments of 2023-06-29 and 2025-04-01peers: other advisers, $20B and over (120)
- institutional asset share shiftChange between filings · filing Apr 1, 2025institutional share of RAUM moved from 94.0% to 70.0% between the annual amendments of 2023-06-29 and 2025-04-01peers: other advisers, $20B and over (120)
- RAUM down 50 %Change between filings · filing Apr 1, 2025RAUM (Item 5.F) moved from $856,992,911,981 to $124,406,091,995 (-85.0%) between the annual amendments of 2023-06-29 and 2025-04-01; the peer median change was +11.0% (113 comparable advisers, 0.0th percentile of changes)peers: other advisers, $20B and over (113) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 214 to 232Jun 27, 2025 to Jun 26, 2026
- BD registered reps · 42 to 44Jun 27, 2025 to Jun 26, 2026
- Pension plan clients · 53 to 56Jun 27, 2025 to Jun 26, 2026
- Pooled vehicle clients · 75 to 87Jun 27, 2025 to Jun 26, 2026
- Employees · 651 to 740Jun 27, 2025 to Jun 26, 2026
- Private funds · 499 to 553Jun 27, 2025 to Jun 26, 2026
- Discretionary RAUM · $138B to $142BJun 27, 2025 to Jun 26, 2026
- Pension RAUM · $32B to $31BJun 27, 2025 to Jun 26, 2026
- Pooled vehicle RAUM · $36B to $45BJun 27, 2025 to Jun 26, 2026
- RAUM · $138B to $142BJun 27, 2025 to Jun 26, 2026
- Accounts · 193 to 214Apr 1, 2025 to Jun 27, 2025
- Advisory employees · 225 to 257Apr 1, 2025 to Jun 27, 2025
- BD registered reps · 36 to 42Apr 1, 2025 to Jun 27, 2025
- Pension plan clients · 49 to 53Apr 1, 2025 to Jun 27, 2025
- Pooled vehicle clients · 67 to 75Apr 1, 2025 to Jun 27, 2025
- Employees · 656 to 651Apr 1, 2025 to Jun 27, 2025
- Financial planning clients · unset to Apr 1, 2025 to Jun 27, 2025
- Legal name · HAMILTON LANE ADVISORS LLC to HAMILTON LANE ADVISORS, L.L.C.Apr 1, 2025 to Jun 27, 2025
- Other offices · 21 to 22Apr 1, 2025 to Jun 27, 2025
- Private funds · 433 to 499Apr 1, 2025 to Jun 27, 2025
- Discretionary RAUM · $124B to $138BApr 1, 2025 to Jun 27, 2025
- Pension RAUM · $31B to $32BApr 1, 2025 to Jun 27, 2025
- Pooled vehicle RAUM · $31B to $36BApr 1, 2025 to Jun 27, 2025
- RAUM · $124B to $138BApr 1, 2025 to Jun 27, 2025
- Accounts · 330 to 193Jun 29, 2023 to Jun 28, 2024
- Advisory employees · 190 to 225Jun 29, 2023 to Jun 28, 2024
- BD registered reps · 32 to 36Jun 29, 2023 to Jun 28, 2024
- Charity clients · 12 to 2Jun 29, 2023 to Jun 28, 2024
- Corporate clients · 14 to 4Jun 29, 2023 to Jun 28, 2024
- Pension plan clients · 86 to 49Jun 29, 2023 to Jun 28, 2024
- Pooled vehicle clients · 61 to 67Jun 29, 2023 to Jun 28, 2024
- Employees · 586 to 656Jun 29, 2023 to Jun 28, 2024
- Other offices · 22 to 21Jun 29, 2023 to Jun 28, 2024
- Private funds · 389 to 433Jun 29, 2023 to Jun 28, 2024
- Discretionary RAUM · $112B to $124BJun 29, 2023 to Jun 28, 2024
- Non-discretionary RAUM · $745B to $0Jun 29, 2023 to Jun 28, 2024
- Pension RAUM · $123B to $31BJun 29, 2023 to Jun 28, 2024
- Pooled vehicle RAUM · $27B to $31BJun 29, 2023 to Jun 28, 2024
- RAUM · $857B to $124BJun 29, 2023 to Jun 28, 2024
- Accounts · 304 to 330Jan 13, 2023 to Jun 29, 2023
Signals
5 dated events
- Hamilton Lane reported RAUM $124.4B, down 85% from $857.0B (2023-06-29 to 2024-06-28)Jun 28, 2024 · RAUM change · derived
- Juan Delgado-Moreira (Co-Chief Executive Officer) appeared on Schedule A of Hamilton LaneJun 28, 2024 · Control person joined · fact
- Hamilton Lane reported RAUM $901.5B, up 25% from $718.9B (2021-06-28 to 2022-06-28)Jun 28, 2022 · RAUM change · derived
- Hamilton Lane reported RAUM $718.9B, up 43% from $503.0B (2020-12-22 to 2021-06-28)Jun 28, 2021 · RAUM change · derived
- Hamilton Lane reported RAUM $450.7B, up 32% from $342.5B (2018-01-05 to 2018-06-28)Jun 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Hamilton Lane · Family Officesshared crd · office
- Hamilton Lane · Independent Sponsorsshared crd · capital_provider
- Hamilton Lane · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hamilton-lanereportedpublic record, Form ADV, Sep 17, 2026
- Website
- hamiltonlane.com.aureportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610 934 2222reportedpublic record, Form ADV, Jun 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Hamilton Lane is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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