Solutions Customized Managed Solutions

Flexible Solutions for Institutional Investors

We specialize in building customized managed and advised solutions designed with a client’s profile and resource needs in mind. Our flexible model and experienced team dedicated solely to client service enable us to meet the unique objectives and investment goals of any investor, whether new to the asset class or well-versed in the private markets.

  • Separate Accounts: Our separate account programs are completely customized to each client, offering full flexibility around investment strategy, client involvement and pricing.
  • Advisory Programs: Our comprehensive advisory services are tailored to complement the internal capabilities of our clients. Our clients often view the us as an extension of their staff.
115+

Clients¹

210+

Dedicated Client-Focused Professionals

34

Years of Building Customized Portfolios

*As of 3/31/2025
1Private markets' discretionary client count excludes 56 special purpose vehicles


How We Work Together



Building A New Portfolio

Develop a road map for a long-term private markets program based on client’s specific return expectations, risk tolerance, internal resources and time horizon.

Expanding An Existing Portfolio

Thorough analysis of existing private markets portfolio helps identify new opportunities to complement the program and reach objectives.

Targeted Or Niche Strategy Programs

Work alongside clients to create tactical portfolios that help meet their specific investment needs and requirements.

Raising the bar with technology

Using iLEVEL and Cobalt LP, our separate account and advisory clients have access to state-of-the-art portfolio monitoring and analytics. Our Relationship Management team leverages the firm's investment platform through DealCloud, our deal tracking software, allowing our clients the benefit of our entire due diligence database.

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Recent Content

Insights

Weekly Research Briefing: The Stairmaster

The S&P 500 continues to get a good workout as a new all-time high mark was set again last week. The fuel for the upward move continues to be a mix of stellar credit markets, falling US Treasury yields, and AI capex spending optimism. The weakening labor picture has nearly guaranteed the beginning of a new Fed Fund rate cut cycle. The market is expecting that goods inflation will take a backseat while the Fed sets all of its attention on trying to rally employment growth.

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Insights | 8 Min Read

Venture Secondaries and AI: $80B+ in Liquidity Potential

Venture-backed AI companies are booming, but liquidity remains locked up. Can venture secondaries unlock $80B+ in liquidity potential?

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Insights

Weekly Research Briefing: Well That Settles It

Friday's jobs data left no uncertainty about what the Fed's next move will be. Get out the scissors. Only 22,000 nonfarm payroll jobs were created in August and the downward June revision creating the first negative job growth month since COVID. While goods producing jobs continued to shrink, it was the pillars of job growth, healthcare and social services, which slowed the most.

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