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Hamilton Point Investment Advisors, LLC CRD 144534
$1.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 Environ Way, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton Point Investment Advisors, Llc | Chapel Hill | NC | 01/2017 | 01/2019 |
| Unemployed | Chapel Hill | NC | 01/2016 | 01/2017 |
| Unemployed | Darien | CT | 01/2019 | 06/2020 |
| Hamilton Point Investment Advisors, Llc | Chapel Hill | NC | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-08 |
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