HAMILTON ROBINSON LLC

other names
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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 11 10.00%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 7/27/2021
Other registrations (1)
Former registrations

HAMILTON ROBINSON LLC

AUM* 369,000,000 1.23%
of that, discretionary 369,000,000 1.23%
Private Fund GAV* 236,215,734 -6.83%
Avg Account Size 21,705,882 1.23%
SMA’s No
Private Funds 9
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
365M 312M 260M 208M 156M 104M 52M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$236,215,734

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Brochure Summary

Overview

Hamilton Robinson LLC was formed in 1999 (“Hamilton Robinson”), and is the management company providing investment advisory services to private equity funds. Its principals are Scott I. Oakford, Christian E. Lund and Brandon C. Richter. Hamilton Robinson has entered into an agreement with Hamilton Robinson Capital Partners L.P. IV and Hamilton Robinson Capital Partners L.P. IV QP (“Fund IV”) and Hamilton Robinson Capital Partners L.P. V and Hamilton Robinson Capital Partners L.P. V-A (“Fund V”) (each, a “Fund”, and together, the “Funds”). The Funds are private equity funds offered to qualified investors. Investors and potential investors in the Funds should consult the Funds’ offering
documents, including the Limited Partnership Agreements and Private Placement Memorandums, for a complete discussion of the Funds and the risk factors associated with each Fund. The Funds pursue privately held manufacturing, distribution, and service based businesses with revenues typically between $25 million and $200 million in the North American private company universe. As of December 31, 2023 Hamilton Robinson managed approximately $369 million, in regulatory assets under management, all of which are managed on a discretionary basis. For additional discussion of the Funds, and their investment objectives and risks, please see response to Item 8.