Hamilton Lane
advisor32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served73-1 YoYRank #270 of mapped providers
Assets under administration$149.9B0.2%Market share · rank #87
Fees received$18MMedian $68,750/planSum across Schedule C direct + indirect
Net wins YoY+09 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Hamilton Lane plan look like?
Service mix · median fees per plan
Count of plans where Hamilton Lane ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management; Investment management fees paid indirectly by planCode 28 | 48 | $52,884 | |
Other fees; Investment management fees paid indirectly by planCode 52 | 14 | $44,498 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 6 | $63,971 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the planCode 27 | 3 | $270,565 | |
Investment advisory (plan); Direct payment from the plan; Investment management fees paid indirectly by plan; Consulting (general)Code 16 | 2 | $69,215 | |
Direct payment from the plan; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Other feesCode 50 | 1 | $1,711,129 |
Competitor overlap
Percent of Hamilton Lane's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Hamilton Lane.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | Kelly Press | $24.9B |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | EntrustPermal | $6.0B |
BOARD OF TRUSTEES OF TWIN CITY PIPE TRADES PENSION TRUSTMN · 416131800-001 | Goldman Sachs Asset Management | $1.5B |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLANMN · 416035616-001 | Goldman Sachs Trust Company | $417M |
BOARD OF TRUSTEES P&S LOCAL 21 PENSION FUNDNY · 131847042-001 | Global Trust Company | $279M |
UNITED FURNITURE WORKERS PENSION FUND ATN · 135511877-001 | TRUDY SCHUTT | $250M |
BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUNDWA · 946128032-001 | THE YOUNGDAHL LAW FIRM PC | $228M |
Plans lost in 2024
Appeared last year under Hamilton Lane; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | Hughes Pittman & Gupton LLP | $14.3B |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | Boston Partners Global Investors | $6.6B |
GEORGIA STEVEDORE ASSOC INT'L LONGSHOREMEN'S ASSOCGA · 586106340-001 | BNY Mellon | $655M |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | Chevy Chase Trust Company | $127M |
IBEW LOCAL UNION 98PA · 236583334-001 | Cheiron | $110M |
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUNDMO · 436098247-001 | Halliday Financial LLC | $95M |
TRUSTEES OF LABORERS LOCAL 754 PENSION PLANNY · 131895922-002 | VINCENZA QUINLAN | $69M |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | IR+M | $51M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $270,565 | 2y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $2M | 6y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $848,461 | 10y | - |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $0 | 6y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $19,557 | 10y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $371,726 | 6y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $2M | 8y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $146,556 | 6y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $2M | 8y | - |
Flag exposure
93.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (32)
Raw Schedule C names collapsed into Hamilton Lane.
- COMSERV INC.
- COMSOLUTIONS, INC.
- COMSTOCK INVESCO
- COMVEST CAPITAL II
- COMVEST III
- COMVEST IV
- HAMILTON LANE
- HAMILTON LANE ADVISOR, LLC
- HAMILTON LANE ADVISORS
- HAMILTON LANE ADVISORS LLC
- HAMILTON LANE ADVISORS LLP
- HAMILTON LANE ADVISORS, INC.
- HAMILTON LANE ADVISORS, L.L.C.
- HAMILTON LANE ADVISORS, LLC
- HAMILTON LANE ADVISORS, LLC 23-2962
- HAMILTON LANE CAPITAL LP
- HAMILTON LANE FUND VIII
- HAMILTON LANE GP IX LLC
- HAMILTON LANE GP VI LLC
- HAMILTON LANE GP X LLC
- HAMILTON LANE III
- HAMILTON LANE PARTNERS
- HAMILTON LANE PE FUND VII, LP
- HAMILTON LANE PE FUND VIII, LP
- HAMILTON LANE PRIVATE EQUITY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Hamilton Lane's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.37% | 7.76% | -6.39 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Hamilton Lane. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Hamilton Lane's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Slevin & Hart PC | 7 | 9.6% |
| Morgan Lewis & Bockius LLP | 6 | 8.2% |
| Proskauer Rose LLP | 6 | 8.2% |
| O'Donoghue & O'Donoghue LLP | 5 | 6.8% |
| Cohen Weiss & Simon LLP | 4 | 5.5% |
| Schulte Roth & Zabel LLP | 4 | 5.5% |
| Arnold Newbold Sollars & Hollins PC | 3 | 4.1% |
| Reinhart Boerner Van Deuren S.C. | 3 | 4.1% |
| Shumaker Loop & Kendrick LLP | 3 | 4.1% |
| Abato, Rubenstein & Abato, P.A. | 2 | 2.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).