| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew C. Burns Control | Owner | 5-10% | 2022 |
| David Charles Stephan | Vice President | Under 5% | 2022 |
| Esbt Fbo Owen Lewis Burns U/A Andrew Conover Burns, Sr. Revocable Trust | Owner | 5-10% | 2022 |
Hamilton Point Investment Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Hamilton Point Investment Advisors, LLC reports 10 employees.
Hamilton Point Investment Advisors, LLC is based in Chapel Hill, NC and has been SEC-registered since 2007.
Hamilton Point Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Europa Drive, Suite 425, Chapel Hill, NC 27517 |
| Phone | (919) 636-3765 |
| Fax | (919) 636-3766 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.07B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.07B |