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| Hamilton Capital LLC
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|---|---|
| CRD # | 109116 |
| SEC # | 801-54611 |
| CIK # | 0001646639 |
| AUM | 4,937.4 M (2026-04-21) |
| Employees | 90 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-273-1000 |
| Address | 5025 Arlington Centre Blvd Columbus, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 21 Aug 2026 | Tesla, Inc. $TSLA Shares Sold by Hamilton Capital Partners LLC — MarketBeat |
| Sector | Form 13F Holdings | Value ($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 | AUM |
|---|---|---|---|---|
| RE | HCRE Edge LLC | [2025-03-31] | 6.2 M | 6.2 M |
| Offered $6,165,000 · Filed 2024-05-24 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | HCRE ZAZA LLC | [2025-03-31] | 12.3 M | 12.1 M |
| Offered $12,500,000 · Filed 2024-12-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $235,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 4 | 2 | |
| R Hamilton | Executive Officer | 2 | 2 | |
| Capital LLC Hamilton | Executive Officer | 2 | 1 | |
| William Leuby | Executive Officer | 1 | 1 | |
| Elias Caleshu | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001646639] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 8 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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|---|---|---|
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✚
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