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Juan Delgado-Moreira

HAMILTON LANE ADVISORS LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
110 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 7948844Firm CRD# 107876
01

About

Juan Delgado-Moreira is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with HAMILTON LANE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
HAMILTON LANE ADVISORS LLC
HAMILTON LANE
AUM
$124.4B
Regulatory assets under management
Employees
656
Total firm employees
View all advisors at HAMILTON LANE ADVISORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7948844
Firm CRD# 107876
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Juan Delgado-Moreira offer?
Juan Delgado-Moreira specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Juan Delgado-Moreira's credentials?
Juan Delgado-Moreira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Juan Delgado-Moreira located?
Juan Delgado-Moreira is based in CONSHOHOCKEN, Pennsylvania, working with HAMILTON LANE ADVISORS LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Juan Delgado-Moreira charge for services?
Juan Delgado-Moreira's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAMILTON LANE ADVISORS LLC?
HAMILTON LANE ADVISORS LLC has approximately 656 employees and manages $124.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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