HAMILTON ROBINSON LLC
Adviser information for HAMILTON ROBINSON LLC last updated from Form ADV on March 27th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 17 | $369.0M |
| Non-Discretionary | 0 | $0 |
| Total | 17 | $369.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 17 | $369.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121879 |
|---|---|
| SEC ERA File Number | 801-121879 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162590 |
| Legal Entity Identifier | None |
Principal Office
301 TRESSER BOULEVARDSUITE 1333
STAMFORD
CT
United States
Monday - Friday, 9-5
Tel: 203-602-0011, Fax: 203-602-2206
Chief Compliance Officer
A. PETTER OSTBERG
CFO
301 TRESSER BOULEVARD
SUITE 1333
STAMFORD
CT
United States
Tel:
203-602-0011
A**@*******M
(Full email address available in API data)
Regulatory Contact
CARRIE DILAURO
DIRECTOR OF OPERATIONS
301 TRESSER BOULEVARD
SUITE 1333
STAMFORD
CT
United States
Tel:
203-602-0011
C**@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ASC INVESTORS II LLC | Private Equity Fund | $1.0M | $0.0M | 25 |
| ASC INVESTORS LP | Private Equity Fund | $7.0M | $0.1M | 20 |
| CEW INVESTORS LLC | Private Equity Fund | $3.2M | $0.1M | 13 |
| CEW INVESTORS QP LLC | Private Equity Fund | $0.9M | $0.1M | 6 |
| GMS INVESTORS II LP | Private Equity Fund | $3.7M | $0.0M | 25 |
| HAMILTON ROBINSON CAPITAL PARTNERS L.P. IV | Private Equity Fund | $47.5M | $1.0M | 23 |
| HAMILTON ROBINSON CAPITAL PARTNERS L.P. IV QP | Private Equity Fund | $13.3M | $1.0M | 6 |
| HAMILTON ROBINSON CAPITAL PARTNERS V L.P. | Private Equity Fund | $132.9M | $0.0M | 37 |
| HAMILTON ROBINSON CAPITAL PARTNERS V-A L.P. | Private Equity Fund | $26.6M | $0.0M | 50 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OAKFORD, SCOTT, I | Individual | – | HAMILTON ROBINSON LLC - PRESIDENT, MEMBER | 01/1998 | 50-75% |
| LUND, CHRISTIAN, ERIC | Individual | – | HAMILTON ROBINSON LLC - MEMBER | 01/2004 | 10-25% |
| OSTBERG, A., PETTER | Individual | – | HAMILTON ROBINSON LLC - CFO CCO | 10/2013 | < 5% |
| RICHTER, BRANDON, CARL | Individual | – | HAMILTON ROBINSON LLC - MEMBER | 12/2017 | 10-25% |