AUMdb

Hamilton Robinson Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 162590 · SEC file 801-121879 · Stamford, CT · WWW.HRCO.COM
☆ Save with Pro ADV data as of Jul 28, 2026
Regulatory AUM
$292M
Discretionary
$292M
Clients
12
Avg AUM / client
$24.4M
Accounts
12
Employees
10

AUM over time

$56.7M $369M
Jun 13, 2014 Jul 28, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 28, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 12 $292M 100.0%

Private funds (9)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $236M combined gross assets

FundTypeDomicileGross assetsOwners
Hamilton Robinson Capital Partners V L.P. Private Equity Fund Delaware $133M 37
Hamilton Robinson Capital Partners L.P. Iv Private Equity Fund Delaware $47.5M 23
Hamilton Robinson Capital Partners V A L.P. Private Equity Fund Delaware $26.6M 50
Hamilton Robinson Capital Partners L.P. Iv Qp Private Equity Fund Delaware $13.3M 6
Asc Investors Lp Private Equity Fund Delaware $7.0M 20
Gms Investors Ii Lp Private Equity Fund Delaware $3.7M 25
Cew Investors Llc Private Equity Fund Delaware $3.2M 13
Asc Investors Ii Llc Private Equity Fund Delaware $1.0M 25
Cew Investors Qp Llc Private Equity Fund Delaware $904K 6

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Oakford, Scott, I Hamilton Robinson Llc President, Member Jan 1998 (29y) 50% – 75%
Lund, Christian, Eric Hamilton Robinson Llc Member Jan 2004 (23y) 10% – 25%
Ostberg, A., Petter Hamilton Robinson Llc Cfo Cco Oct 2013 (13y) Less than 5%
Richter, Brandon, Carl Hamilton Robinson Llc Member Dec 2017 (9y) 10% – 25%

Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (9, $236M gross assets)

FundTypeGross assetsMin. investmentOwners
Hamilton Robinson Capital Partners V L.P. Private Equity Fund $133M $0 37
Hamilton Robinson Capital Partners L.P. Iv Private Equity Fund $47.5M $1.0M 23
Hamilton Robinson Capital Partners V A L.P. Private Equity Fund $26.6M $0 50
Hamilton Robinson Capital Partners L.P. Iv Qp Private Equity Fund $13.3M $1.0M 6
Asc Investors Lp Private Equity Fund $7.0M $100K 20
Gms Investors Ii Lp Private Equity Fund $3.7M $100 25
Cew Investors Llc Private Equity Fund $3.2M $100K 13
Asc Investors Ii Llc Private Equity Fund $1.0M $100 25
Cew Investors Qp Llc Private Equity Fund $904K $100K 6

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/25/2026 2.78 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.

View current Form ADV (SEC/IAPD) ↗