HAMILTON CAPITAL PARTNERS, LLC
Adviser information for HAMILTON CAPITAL PARTNERS, LLC last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 281 | $215.1M |
| Non-Discretionary | 12 | $759,890 |
| Total | 293 | $215.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 159 | $18.5M |
| HNW Individuals | 48 | $101.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 60 | $84.6M |
| Charitable organizations | <5 | $295,843 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 26 | $11.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesGENERAL CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesGENERAL CONSULTING |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-121245 |
|---|---|
| SEC ERA File Number | 801-121245 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314344 |
| Legal Entity Identifier | None |
Principal Office
3400 PEACHTREE ROAD, NENORTH TOWER, SUITE 125
ATLANTA
GA
United States
Monday - Friday, 8:30 AM - 5 PM
Tel: 678-802-4974, Fax: None
Chief Compliance Officer
MICHAEL BLAKE FORTUNE II
PARTNER
3400 PEACHTREE ROAD, NE
NORTH TOWER, SUITE 125
ATLANTA
GA
United States
Tel:
678-802-4974
B************@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POSEIDON CAPITAL MANAGEMENT, INC. | Domestic Entity | – | OWNER | 10/2020 | 50-75% |
| FORTUNE WEALTH MANAGEMENT, INC. | Domestic Entity | – | OWNER | 10/2020 | 50-75% |
| Fortune, Michael, Blake | Individual | FORTUNE WEALTH MANAGEMENT, INC. | OWNER & MANAGING MEMBER | 10/2020 | > 75% |
| Munoz, Alonso | Individual | POSEIDON CAPITAL MANAGEMENT, INC. | OWNER & MANAGING MEMBER | 10/2020 | > 75% |
| Fortune, Michael, Blake | Individual | – | CHIEF COMPLIANCE OFFICER, PARTNER | 05/2021 | < 5% |
| Munoz, Alonso | Individual | – | CHIEF INVESTMENT OFFICER, PARTNER | 05/2021 | < 5% |