The HAMILTON ASSET MANAGEMENT GROUP is a privately held investment adviser that advises $106.64mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. HAMILTON ASSET MANAGEMENT GROUP 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 717.27% over the last 5-years.
The Group has been registered with the SEC for 0.37 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1785 WEST 2320 SOUTH, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $106.64mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $76.61mn or 71.84% of Total Assets and Individuals own $30.03mn or 28.16% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
HAMILTON ASSET MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.