|
⚲
|
| Hamilton Capital LLC
✚
|
|
|---|---|
| CRD # | 109116 |
| SEC # | 801-54611 |
| CIK # | 0001646639 |
| AUM | $4.9 B (2026-04-21) |
| Employees | 90 (50% Investors, 0% Brokers) |
| Phone | 614-273-1000 |
| Address | 5025 Arlington Centre Blvd Columbus, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lancaster Colony Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | HCRE Edge LLC | [2025-03-31] | 6.2 | 6.2 |
| RE | HCRE ZAZA LLC | [2025-03-31] | 12.3 | 12.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,403 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,341 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.3 |
| (g) Pension and profit sharing plans | 127 | 0.1 |
| (h) Charitable organizations | 47 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 9,562 | 4.9 |
| By Discretionary | ||
| Discretionary | 9,462 | 4.9 |
| Non-Discretionary | 100 | 0.1 |
| Total | 9,562 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 9,562 | 4.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Wilkins | 4 | 2 | ||
| R Hamilton | 2 | 2 | ||
| Capital LLC Hamilton | 2 | 1 | ||
| William Leuby | 1 | 1 | ||
| Elias Caleshu | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001646639] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ORG Portfolio Management LLC
✚
|
OH | 6.4 |
|
Twin Focus Capital Partners LLC
✚
|
MA | 4.6 |
|
TRB Wealth Management LLC
✚
|
TX | 3.7 |
|
SIT Investment Associates Inc
✚
|
MN | 3.5 |
|
Colter Lewis Investment Partners LLC
✚
|
CT | 3.4 |
|
IFC Advisors LLC
✚
|
CA | 2.3 |
|
OREI Advisors LP
✚
|
TX | 2.2 |
|
Condor Capital Management
✚
|
NJ | 2.2 |
|
Roundview Capital LLC
✚
|
NJ | 2.1 |
|
HCR Wealth Advisors
✚
|
CA | 2.0 |