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| Happy Holidays!! thanks for using AUM13F!! |
| Hamilton Capital LLC
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| CRD # | 109116 |
| SEC # | 801-54611 |
| CIK # | 0001646639 |
| AUM | $4.4 B (2025-04-29) |
| Employees | 93 (54% Investors, 0% Brokers) |
| Phone | 614-273-1000 |
| Address | 5025 Arlington Centre Blvd Columbus, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Microsoft Corp | 6.8 | ||
| Exxon Mobil Corp | 5.5 | ||
| Chevron Corp | 2.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.6 | ||
| Nvidia Corp | 2.3 | ||
| Mastercard Inc | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Broadcom Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,414 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,234 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.3 |
| (g) Pension and profit sharing plans | 130 | 0.0 |
| (h) Charitable organizations | 48 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 39 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 9,076 | 4.4 |
| By Discretionary | ||
| Discretionary | 8,979 | 4.3 |
| Non-Discretionary | 97 | 0.1 |
| Total | 9,076 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 9,076 | 4.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jeffrey Wilkins | 4 | ||
| R Hamilton | 2 | ||
| Capital LLC Hamilton | 2 | ||
| William Leuby | 1 | ||
| Elias Caleshu | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001646639] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ORG Portfolio Management LLC
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|
OH | 6.0 |
|
Twin Focus Capital Partners LLC
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|
MA | 4.0 |
|
SIT Investment Associates Inc
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MN | 3.4 |
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IFC Advisors LLC
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CA | 2.3 |
|
Colter Lewis Investment Partners LLC
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CT | 2.3 |
|
Condor Capital Management
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NJ | 2.0 |
|
Roundview Capital LLC
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|
NJ | 1.9 |
|
West Coast Financial LLC
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CA | 1.8 |
|
OREI Advisors LP
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|
TX | 1.7 |
|
Bulltick Wealth Management LLC
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|
FL | 1.7 |