Unclaimed Profile

Robert Shin

HAMILTON LANE ADVISORS LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 7, Series 14, Series 63, Series 65Clean recordHAMILTON LANE ADVISORS LLC

110 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 2683514Firm CRD# 107876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Shin · CONSHOHOCKEN, PA

Registration

CRD #2683514 · HAMILTON LANE ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON LANE ADVISORS LLC

CRD 107876 · SEC 801-55813

AUM

$124.4B

Regulatory assets under management

Employees

656

193 client accounts

Services offered by HAMILTON LANE ADVISORS LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at HAMILTON LANE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Shin offer?

Robert Shin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Robert Shin's credentials?

Robert Shin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Shin located?

Robert Shin 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 Robert Shin charge for services?

Robert Shin'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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