HAMILTON ASSET ADVISERS
HAMILTON ASSET ADVISERS, LLC Legal Name
Adviser information for HAMILTON ASSET ADVISERS last updated from Form ADV on March 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118889 |
|---|---|
| SEC ERA File Number | 802-118889 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291683 |
| Legal Entity Identifier | None |
Principal Office
37 S DELAWARE AVE, STE 1YARDLEY
PA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 215-321-4415, Fax: 215-321-4405
Chief Compliance Officer
DAVID LOESSER
MANAGING MEMBER
37 S DELAWARE AVE, STE 1
YARDLEY
PA
United States
Tel:
215-321-4415
Fax:
215-321-4405
D***@*********T
(Full email address available in API data)
Industry Affiliates
| THE ESTATE PLANNERS GROUP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HAMILTON OPPORTUNISTIC CREDIT FUND | Hedge Fund | $4.2M | $0.1M | 40 |
| HAMILTON REAL ESTATE FUND III, LLC | Real Estate Fund | $32.0M | $0.1M | 80 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOESSER, DAVID, WAYNE | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | 03/2011 | > 75% |