Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC, founded in 1991 and headquartered in Conshohocken, PA, is a global private markets investment management firm. The company specializes in delivering private markets solutions—such as fund-of-funds, direct investments, and secondary investments—to a global client base of institutional and private wealth investors. With over 700 employees worldwide, Hamilton Lane provides services across diverse sectors including real estate, technology, healthcare, education, natural resources, energy, cleantech, community development, and financial empowerment. The firm is an SEC-registered investment adviser and part of Hamilton Lane Inc. (Nasdaq: HLNE), serving clients globally from multiple international offices.
Investment Strategy
Hamilton Lane Advisors LLC focuses on private markets solutions, offering a full spectrum of investment services including fund-of-funds, direct investments, and secondary transactions. The firm emphasizes customized solutions for institutional and private wealth clients, spanning alternative asset classes such as private equity, real estate, infrastructure, and credit. Their strategy leverages rigorous due diligence, global diversification, and long-term partnerships with fund managers, aiming for attractive, risk-adjusted returns and alignment with clients’ financial goals.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OBDC | Blue Owl Capital Corporation | 25.01% | $43.5M | 3,406,230 | $14.34 | $12.77 | -$5.3M |
G GRNT | Granite Ridge Resources, Inc. | 24.48% | $42.6M | 7,869,323 | $6.56 | $5.41 | -$7.6M |
N NU | Nu Holdings Ltd. | 10.37% | $18.0M | 1,126,488 | $16.01 | $16.01 | +$18.0M |
I IONQ | IonQ, Inc. | 9.20% | $16.0M | 260,000 | $16.70 | $61.50 | +$4.8M |
P PGY | Pagaya Technologies, Ltd. | 6.96% | $12.1M | 407,435 | $29.69 | $29.69 | +$12.1M |