Firm profile

HAMILTON ROBINSON LLC

STAMFORD, CTCRD 162590Latest ADV March 25, 2026

Hamilton Robinson LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 25, 2026, reports $292M in regulatory assets under management, 10 employees, and 12 accounts.

Assets Under Management
$292M
Employees
10
Offices
--
Total Clients
12
Primary office
STAMFORD, CT
301 TRESSER BOULEVARD, SUITE 1333, STAMFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOA. P. Ostberg
CFOA. P. Ostberg

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$292Mas of March 25, 2026
Discretionary100.0%
$292M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$292M
Total Accounts12
10Y AUM Change+$32M (+12.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.