Investment adviser · CRD 109116

HAMILTON CAPITAL

Investment adviser filing (IA)

HAMILTON CAPITAL, LLC

COLUMBUS, OH, United States · Form ADV filed Apr 21, 2026

Regulatory AUM
$4.94B
Form ADV · Item 5.F
Client accounts
9,562
Accounts, not individual clients
Employees
90
Reported in this filing
Advisory professionals
45
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,341$3,589,863,70572.7%
Investment companies1$378,579,1777.7%
Individuals1,403$338,585,6926.9%
Pooled investment vehicles6$267,619,1535.4%
Corporations & businesses38$182,106,6033.7%
Retirement plans127$95,277,0181.9%
Charities47$85,404,8571.7%
Filing source

Form ADV 2096857 · Apr 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HCRE ZAZA LLCReal Estate Fund · Last reported Apr 21, 2026$12.1MGross asset value

Form D fundraising filings

HCRE ZAZA LLC

Fund administrator ESHARES, INC. DBA CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD. CLEVELAND, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-7686239871
Reported beneficial owners
57
Minimum commitment
$100K
Form D file number
021-531667

Form ADV 2096857 · Apr 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HCRE EDGE LLCReal Estate Fund · Last reported Apr 21, 2026$6.17MGross asset value

Form D fundraising filings

HCRE Edge

Auditor COHEN & COMPANY, LTD. CLEVELAND, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-3202329517
Reported beneficial owners
61
Minimum commitment
$100K
Form D file number
021-514288

Form ADV 2096857 · Apr 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5025 ARLINGTON CENTRE BLVD, SUITE 300
COLUMBUS, OH, 43220, United States

CRD 109116

Filing source

Form ADV 2096857 · Apr 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.