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| Hamilton Point Investment Advisors LLC
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|---|---|
| CRD # | 144534 |
| SEC # | 801-68186 |
| CIK # | 0001599746 |
| AUM | 1,211.3 M (2026-03-18) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 919-636-3765 |
| Address | 1450 Environ Way Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.5 | ||
| Alphabet Inc | 24.7 | ||
| Emcor Group Inc | 22.4 | ||
| United Technologies Corp /DE/ | 22.4 | ||
| Microsoft Corp | 20.5 | ||
| American Express Co | 18.8 | ||
| iShares Comex Gold Trust | 18.1 | ||
| TJX Companies Inc /DE/ | 16.9 | ||
| Deere & Co | 13.7 | ||
| Amgen Inc | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 13.2 |
| (b) Individuals (high net worth individuals) | 203 | 893.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.5 |
| (h) Charitable organizations | 21 | 273.9 |
| (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 | 5 | 25.8 |
| (n) Other | 0 | 0.0 |
| Total | 885 | 1,211.3 |
| By Discretionary | ||
| Discretionary | 885 | 1,211.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 885 | 1,211.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,211.3 | |
| Total | 885 | 1,211.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599746] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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