Private Markets, Public Access: Hamilton Lane to Provide Institutional-Quality Investments to Retail Investors

Partnership Overview - Hamilton Lane and Republic announced a partnership to bring institutional-quality private market investments to individual retail investors in the US [4] - The initiative aims to revolutionize access to private markets funds, opening a $13 trillion global market to retail investors [4] - The firms plan to launch digital blockchain-based solutions for retail investors, featuring low investment minimums and increased liquidity compared to traditional private market funds [7] - The first offering is expected in the first half of 2025 [7] Hamilton Lane's Position and Expertise - Hamilton Lane is one of the largest private markets investment firms globally, with over $947 billion in assets under management and supervision as of September 30, 2024 [5][8] - The firm has been dedicated exclusively to private markets investing for more than 30 years and employs approximately 730 professionals worldwide [5] - Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors, and geographies [5] - Data from Hamilton Lane shows that the majority of private markets funds have outperformed their public market equivalents in 19 of the last 20 years [8] Republic's Role and Capabilities - Republic is a global financial firm headquartered in New York City, operating retail-focused investment platforms and an enterprise digital advisory arm [3] - The company has a deep track record of legal and technical innovation and is known for providing access to new asset classes to investors of all types [3] - Republic boasts a global portfolio of over 2,000 companies and a community of nearly three million members in over 150 countries [3] - More than $3 billion has been deployed through investment platforms, funds, and firms within the Republic family of companies [3] Market Context and Opportunities - Globally, there are over 140,000 private companies with annual revenues over $100 million, compared to approximately 19,000 public companies with the same annual revenues [2] - The partnership seeks to enable retail investors to access the historic performance and diversification benefits of private markets without requiring high income or significant net worth [2] - Republic's leading digital solution and expertise in serving this market will allow retail investors to tap into Hamilton Lane's longstanding private markets expertise, scale, and platform [2]