Hamilton & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
9
100% high-net worth
Total advisors
2
of 7 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$0
About
Hamilton & Company provides investment consulting to a small, selective client base that includes high-net-worth individuals and family offices as well as institutional clients such as endowments, foundations and retirement plans. The firm delivers customized advice on investment planning, organization and manager selection rather than recommending or trading individual securities.
The firm’s work is advisory and portfolio-wide: consultants help draft Statements of Investment Objectives and Guidelines, conduct manager due diligence and custody searches, and prepare formal performance reports and statistical reviews of risk. Services are provided by seasoned senior professionals with experience in fiduciary law and institutional investing, and the firm follows professional conduct guidelines such as the CFA Institute Code of Ethics.
Compared with peers, Hamilton & Company is notable for its long continuity as an independent consultancy and for operating with a very small advisor team serving a limited number of clients, which supports highly customized engagements instead of model portfolios or pooled funds. Also uncommon among supported firms, it does not accept discretionary portfolio management or custody today (while noting the possibility of discretionary authority in the future) and emphasizes hands-on tasks like transition planning to diversify concentrated holdings.
Client services
Expertise
Fee options
Flat fees are charged, established and negotiated based on engagement specifications.
Hourly charges may apply, specific rates are negotiated with clients.
Main office location
Hamilton & Company
650 College Road East, Suite 3400
Princeton NJ 08540, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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