Investment adviser · CRD 124418

THE ESTATE PLANNERS GROUP

Investment adviser filing (IA)

THE ESTATE PLANNERS GROUP LLC

YARDLEY, PA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $422M
Client accounts: 342
Employees: 5
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	173	$358,465,000	84.9%
Individuals	167	$63,258,000	15.0%
Charities	Fewer than 5	$342,000	0.1%

Filing source

Form ADV 2082000 · Mar 31, 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

4 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.

HAMILTON REAL ESTATE FUND III, LLCPrivate Equity Fund · Last reported Dec 23, 2019$14.5MGross asset value

Fund administrator INTERNATIONAL FUND MANAGEMENT FLEMINGTON, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor SANVILLE & COMPANY ABINGTON, Pennsylvania, United States

Custodian WELLS FARGO BANK NA SAN FRANCISCO, California, United States Related to adviser: No

Prime broker INTERNATIONAL FUND MANAGEMENT FLEMINGTON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANVILLE & COMPANY
PCAOB 169

Fund details & source

Fund ID: 805-8187069138
Reported beneficial owners: 55
Minimum commitment: $100K
Form D file number: 021-200108

Form ADV 1363138 · Dec 23, 2019 · 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.

HAMILTON DIVERSIFIED GROWTH FUND, LPHedge Fund · Last reported Mar 28, 2019$10.1MGross asset value

Form D fundraising filings

Hamilton Diversified Growth Fund, L.P.

Fund administrator INTERNATIONAL FUND MANAGEMENT FLEMINGTON, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor SANVILLE & COMPANY ABINGTON, Pennsylvania, United States

Custodian INTERACTIVE BROKERS, LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERNATIONAL FUND MANAGEMENT FLEMINGTON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANVILLE & COMPANY
PCAOB 169

Fund details & source

Fund ID: 805-1497094315
Reported beneficial owners: 79
Minimum commitment: $100K
Form D file number: 021-154807

Form ADV 1300446 · Mar 28, 2019 · 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.

HAMILTON OPPORTUNISTIC CREDIT FUND, LPHedge Fund · Last reported Dec 23, 2019$8.36MGross asset value

Fund administrator INTERNATIONAL FUND MANAGEMENT FLEMINGTON, New Jersey, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor SANVILLE & COMPANY ABINGTON, Pennsylvania, United States

Custodian INTERACTIVE BROKERS, LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERNATIONAL FUND MANAGEMENT FLEMINGTON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SANVILLE & COMPANY
PCAOB 169

Fund details & source

Fund ID: 805-7153131081
Reported beneficial owners: 41
Minimum commitment: $100K
Form D file number: 021-300096

Form ADV 1363138 · Dec 23, 2019 · 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.

HAMILTON REAL ESTATE FUND II, LLCPrivate Equity Fund · Last reported Mar 28, 2019$1.21MGross asset value

Form D fundraising filings

Hamilton Real Estate Fund II, LLC

Fund administrator PARTNERSADMIN, LLC CARLSBAD, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor SPICER JEFFRIES, LLC GREENWOOD VILLAGE, Colorado, United States

Custodian WELLS FARGO BANK NA SAN FRANCISCO, California, United States Related to adviser: No

Prime broker PARTNERSADMIN, LLC CARLSBAD, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES, LLC
PCAOB 349

Fund details & source

Fund ID: 805-4519758208
Reported beneficial owners: 55
Minimum commitment: $100K
Form D file number: 021-238245

Form ADV 1300446 · Mar 28, 2019 · 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: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets

Principal office

37 S. DELAWARE AVENUE, SUITE 1
YARDLEY, PA, 19067, United States

CRD 124418

Filing source

Form ADV 2082000 · Mar 31, 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.