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Hamilton Capital Partners, LLC

● SEC registered since 2021CRD 314344SEC# 801-121245Atlanta, GA
Export (members)
Reg. AUM
$301.2M
Employees
5
Accounts
345
Location
Atlanta, GA

Hamilton Capital Partners, LLC assets under management

Hamilton Capital Partners, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2021. It reports $301.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/hamilton-capital-partners-llcView on SEC.gov ↗

Hamilton Capital Partners, LLC owners & executives

6 reported
NameTitleOwnershipSince
Alonso Munoz ControlChief Investment Officer, PartnerUnder 5%2021
Fortune Wealth Management, Inc. ControlOwner50-75%2020
Michael Blake Fortune ControlChief Compliance Officer, PartnerUnder 5%2021
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Frequently asked questions

How much does Hamilton Capital Partners, LLC manage?

Hamilton Capital Partners, LLC reports $301.2 million in regulatory assets under management on its Form ADV.

How many employees does Hamilton Capital Partners, LLC have?

Hamilton Capital Partners, LLC reports 5 employees.

Where is Hamilton Capital Partners, LLC located?

Hamilton Capital Partners, LLC is based in Atlanta, GA and has been SEC-registered since 2021.

Does Hamilton Capital Partners, LLC disclose fund performance?

Hamilton Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3400 Peachtree Road, NE, North Tower, Suite 125, Atlanta, GA 30326
Phone678-802-4974
Office hours8:30 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$300.5M
Non-discretionary$784K
Total (RAUM)$301.2M