The HAMILTON CAPITAL, LLC is a privately held investment adviser that advises $4.94Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HAMILTON CAPITAL, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 69.19% over the last 5-years.
The Group has been registered with the SEC for 29.14 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5025 ARLINGTON CENTRE BLVD SUITE 300, COLUMBUS, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 90 employees comprised of 45 investment and 45 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $4.94Bn in assets advised are owned by 6 private funds, 1 public fund and BDCs and 212 other accounts. Assets of High Net Worth Individuals clients own $3.59Bn or 72.71% of Total Assets and Investment Companies (IC) own $378.58mn or 7.67% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $6.16mn in assets.
The Group discloses fixed fees and management fees.
HAMILTON CAPITAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.