SourcingSourcing

HAMILTON ROBINSON LLC

C49
CRD 162590·SEC 801-121879·STAMFORD, CT
AUM
$292.4M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$877K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HAMILTON ROBINSON LLC
CRD
162590
SEC file #
801-121879
EIN
812267920
DBA names
Hamilton Robinson Llc

Economics

AUM
$292.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$260.6M → $292.4M▲ +12%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'22'26
8 advisors → 8 advisors▬ 0%
Primary office
STAMFORD CT
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
hrco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OAKFORD, SCOTT, I
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
OAKFORD, SCOTT, I
LUND, CHRISTIAN, ERIC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HRCO.COM
Rdap Domain Creation Date
1996-11-12T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001673947
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2016-05-06
Edgar Last Filing Date
2016-05-06
Edgar Form D Count
1
Edgar Form D Offerings
2016-05-062016-05-06 · 0001405086-16-000467

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O HAMILTON ROBINSON LLC281 TRESSER BOULEVARD, SUITE 1000STAMFORD, CT 06901
Business
C/O HAMILTON ROBINSON LLC281 TRESSER BOULEVARD, SUITE 1000STAMFORD, CT 06901
Edgar EIN
812267920
Edgar Recent Filings
D2016-05-06 · 0001405086-16-000467
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-11T05:00:00Z
Rdap Domain Last Changed
2025-09-12T06:53:46Z
Rdap Nameservers
Ns1.dnsbycomodo.netNs2.dnsbycomodo.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6038000
Trust Company Affiliate
No

People (4)

4
OAKFORD, SCOTT, I
Direct Owner · 62.5%
6038000
LUND, CHRISTIAN, ERIC
Direct Owner · 17.5%
2871694
RICHTER, BRANDON, CARL
Direct Owner · 17.5%
5560155
OSTBERG, A., PETTER
Executive Officer · 2.5%
6315578