Building Foundations

Our Investment Partners

Tracing its roots to 1928, Wellington Management is among the largest global independent investment management firms as well as one of the world’s largest active managers of nonprofit assets. Wellington’s singular focus is investments — from global equities, fixed income, to hedge funds and alternative investments.  We describe ourselves as a federation of boutiques that create solutions designed to respond to specific client needs. Wellington’s most distinctive strength is its proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients’ portfolios to achieve their investment goals and objectives.

Hamilton Lane is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 700 professionals in 21 global offices with approximately $130 billion in discretionary assets under management and oversight of an additional $940 billion in advisory assets, as of June 30, 2024. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies.