{"url":"https://nivawealth.com/firms/hamilton-lane-advisors-107876","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107876","regulatoryAum":141833964349,"crd":"107876","secFileNumber":"801-55813","legalName":"Hamilton Lane Advisors, L.L.C.","displayName":"Hamilton Lane Advisors","website":"http://www.hamiltonlane.com/","linkedinUrl":"https://www.linkedin.com/company/hamilton-lane/","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"March","headquarters":{"street":"110 Washington Street, Suite 1300","city":"Conshohocken","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19428"},"tradeNames":[],"registration":{"secApproved":"24 August 1998","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":740,"advisory":257,"brokerDealerReps":44,"insuranceAgents":0,"promoters":14},"aum":{"discretionary":141833964349,"discretionaryAccounts":232,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":44,"nonAumClients":4},"clientTypes":[{"label":"Banking or thrift institutions","clients":8,"regulatoryAum":3015889120},{"label":"Investment companies","clients":6,"regulatoryAum":6600915295},{"label":"Pooled investment vehicles","clients":87,"regulatoryAum":44892029631},{"label":"Pension and profit-sharing plans","clients":56,"regulatoryAum":30839378361},{"label":"Charitable organizations","clients":2,"regulatoryAum":482275549},{"label":"State or municipal government entities","clients":21,"regulatoryAum":36818320309},{"label":"Other investment advisers","clients":1,"regulatoryAum":842238},{"label":"Insurance companies","clients":20,"regulatoryAum":11819161342},{"label":"Sovereign wealth funds and foreign official institutions","clients":8,"regulatoryAum":1733043606},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":1000278132},{"label":"Other","clients":19,"regulatoryAum":4631830766}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":26870309001},{"name":"Northern Trust","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":13079179392}],"custodyNote":"Hamilton Lane Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Juan Delgado-Moreira","title":"Co-Chief Executive Officer","crd":"7948844"},{"name":"Erik Hirsch","title":"Co-Chief Executive Officer","crd":"6360335"},{"name":"Jeffrey Armbrister","title":"Chief Financial Officer","crd":"2659254"},{"name":"Andrea Anigati","title":"Chief Operating Officer","crd":"7776066"},{"name":"Robert Shin","title":"Chief Compliance Officer","crd":"2683514"},{"name":"Drew Carl","title":"Chief Accounting Officer","crd":"8121298"},{"name":"Lydia Gavalis","title":"General Counsel","crd":"4868555"},{"name":"Mario Giannini","title":"Co-Chairman","crd":"4367419"},{"name":"Hartley Rogers","title":"Co-Chairman","crd":"1515783"}],"ownership":[{"label":"Hla Investments, LLC","detail":"Member in the 10% to 25% ownership band and a control person, since December 2003."},{"label":"Hamilton Lane Inc","detail":"Managing member in the 75% or more ownership band and a control person, since March 2017."},{"label":"Hartley Rogers","detail":"Indirect owner: a managing member of Hrhla, LLC in the 50% to 75% band and a control person, since December 2003.","parent":"Hrhla, LLC"},{"label":"Hrhla, LLC","detail":"Indirect owner: a managing member of Hla Investments, LLC in the 75% or more band and a control person, since December 2003.","parent":"Hla Investments, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":22,"privateResidences":0},"listedOfficeAddresses":7,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"One Embarcadero Center","city":"San Francisco"}]},{"state":"Florida","offices":1,"addresses":[{"street":"600 Brickell Avenue","city":"Miami"}]},{"state":"New York","offices":1,"addresses":[{"street":"610 Fifth Avenue","city":"New York"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"5335 Meadows RD","city":"Lake Oswego"}]},{"state":"Pennsylvania","offices":3,"addresses":[{"street":"110 Washington Street, Suite 1300","city":"Conshohocken","headquarters":true},{"street":"54 Glenmaura National BLVD","city":"Moosic"},{"street":"One Logan Square, 130 North 18th Street","city":"Philadelphia"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-934-2222","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for investment 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"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":553},"sources":{"adv1FilingDate":"26 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107876/PDF/107876.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hamilton Lane Advisors have?","answer":"Hamilton Lane Advisors has 232 clients and manages $141.8 billion for them, as of June 2026. They include 87 pooled investment vehicles, 56 pension and profit-sharing plans and 21 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hamilton Lane Advisors offer?","answer":"Hamilton Lane Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Hamilton Lane Advisors use?","answer":"Hamilton Lane Advisors’ separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $26,870,309,001 and Northern Trust (Chicago, IL), with $13,079,179,392. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hamilton Lane Advisors have?","answer":"Hamilton Lane Advisors has 0 investment adviser representatives registered with state securities authorities, out of 740 employees, and 257 perform investment advisory functions. 44 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hamilton Lane Advisors invest in?","answer":"At the end of its last fiscal year, Hamilton Lane Advisors’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 553 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hamilton Lane Advisors?","answer":"Hamilton Lane Advisors is owned through a chain of holding companies by Hartley Rogers. Its direct owners are Hla Investments, LLC (10% to 25%) and Hamilton Lane Inc (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hamilton Lane Advisors get paid?","answer":"Hamilton Lane Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/hamilton-lane-advisors-107876/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1573767/000157376726000007/0001573767-26-000007-index.html","totalValue":148587496,"positionCount":14,"top10Share":0.9961172641337196,"top10":[{"issuer":"Cerebras Systems Inc.","titleOfClass":"COM","cusip":"15675D103","value":52665184,"shares":238304,"shareType":"SH"},{"issuer":"Blue Owl Capital Corporation","titleOfClass":"COM","cusip":"69121K104","value":37025720,"shares":3406230,"shareType":"SH","priorValue":37672904,"priorShares":3406230},{"issuer":"Granite Ridge Resources, Inc.","titleOfClass":"COM","cusip":"387432107","value":29823167,"shares":6762623,"shareType":"SH","priorValue":43366903,"priorShares":7387888},{"issuer":"Toast, Inc.","titleOfClass":"COM","cusip":"888787108","value":11141632,"shares":400490,"shareType":"SH","priorValue":10616990,"priorShares":400490},{"issuer":"IonQ, Inc.","titleOfClass":"COM","cusip":"46222L108","value":10385700,"shares":195000,"shareType":"SH","priorValue":5621850,"priorShares":195000},{"issuer":"Chime Financial, Inc.","titleOfClass":"COM","cusip":"16935C109","value":2644009,"shares":129102,"shareType":"SH","priorValue":2418080,"priorShares":129102},{"issuer":"Samsara Inc.","titleOfClass":"COM","cusip":"79589L106","value":2631143,"shares":81133,"shareType":"SH","priorValue":2571105,"priorShares":81133},{"issuer":"Coursera, Inc.","titleOfClass":"COM","cusip":"22266M104","value":983819,"shares":174436,"shareType":"SH","priorValue":1015218,"priorShares":174436},{"issuer":"Navan, Inc.","titleOfClass":"COM","cusip":"639193101","value":380808,"shares":16651,"shareType":"SH"},{"issuer":"Evolv Technologies Holdings","titleOfClass":"COM","cusip":"30049H102","value":329388,"shares":56791,"shareType":"SH","priorValue":343586,"priorShares":56791}],"positionsListed":14,"positions":[{"issuer":"Cerebras Systems Inc.","titleOfClass":"COM","cusip":"15675D103","value":52665184,"shares":238304,"shareType":"SH"},{"issuer":"Blue Owl Capital Corporation","titleOfClass":"COM","cusip":"69121K104","value":37025720,"shares":3406230,"shareType":"SH","priorValue":37672904,"priorShares":3406230},{"issuer":"Granite Ridge Resources, Inc.","titleOfClass":"COM","cusip":"387432107","value":29823167,"shares":6762623,"shareType":"SH","priorValue":43366903,"priorShares":7387888},{"issuer":"Toast, Inc.","titleOfClass":"COM","cusip":"888787108","value":11141632,"shares":400490,"shareType":"SH","priorValue":10616990,"priorShares":400490},{"issuer":"IonQ, Inc.","titleOfClass":"COM","cusip":"46222L108","value":10385700,"shares":195000,"shareType":"SH","priorValue":5621850,"priorShares":195000},{"issuer":"Chime Financial, Inc.","titleOfClass":"COM","cusip":"16935C109","value":2644009,"shares":129102,"shareType":"SH","priorValue":2418080,"priorShares":129102},{"issuer":"Samsara Inc.","titleOfClass":"COM","cusip":"79589L106","value":2631143,"shares":81133,"shareType":"SH","priorValue":2571105,"priorShares":81133},{"issuer":"Coursera, Inc.","titleOfClass":"COM","cusip":"22266M104","value":983819,"shares":174436,"shareType":"SH","priorValue":1015218,"priorShares":174436},{"issuer":"Navan, Inc.","titleOfClass":"COM","cusip":"639193101","value":380808,"shares":16651,"shareType":"SH"},{"issuer":"Evolv Technologies Holdings","titleOfClass":"COM","cusip":"30049H102","value":329388,"shares":56791,"shareType":"SH","priorValue":343586,"priorShares":56791},{"issuer":"374Water, Inc.","titleOfClass":"COM","cusip":"88583P203","value":304433,"shares":160228,"shareType":"SH","priorValue":455048,"priorShares":160228},{"issuer":"Medline Inc.","titleOfClass":"COM","cusip":"58507V107","value":226464,"shares":5742,"shareType":"SH"},{"issuer":"Alector, Inc.","titleOfClass":"COM","cusip":"014442107","value":28944,"shares":14400,"shareType":"SH","priorValue":30960,"priorShares":14400},{"issuer":"Humacyte, Inc.","titleOfClass":"COM","cusip":"44486Q103","value":17085,"shares":21893,"shareType":"SH","priorValue":13282,"priorShares":21893}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}