Hamilton Point Investment Advisors is an investment advisor in Chapel Hill with $793.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
134360555
SEC advisor number
801-68186
FINRA CRD number
144534
AUM ?
$793.11 mm
(as of 17 Apr 23)
Accounts
742
(as of 17 Apr 23)
Employees
9
(7 investment advisory or research)
Address
Hamilton Point Investment Advisors
100 EUROPA DRIVE
SUITE 425
CHAPEL HILL
NC 27517
100 EUROPA DRIVE
SUITE 425
CHAPEL HILL
NC 27517
Office hours
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Phone
919-636-3765
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Woods, Richard, Speight | Chief Executive Officer / Chief Compliance Officer | 06/2007 | 50-75% |
Nelson, Kenneth, Carl | CIO | 11/2021 | < 5% |
Byrd, Nathan, Guerrant | Director | 11/2021 | < 5% |
Burns, Andrew, C. | Owner | 11/2022 | 10-25% |
Wardlaw, Shannon, Thomas | Director | 11/2022 | < 5% |
Stephan, David, Charles | Vice President | 11/2022 | < 5% |
Esbt Fbo Owen Lewis Burns U/a Andrew Conover Burns, SR. Revocable Trust | Owner | 11/2022 | 10-25% |
the Wilton Gray Burns Hamilton Point Investment Advisors Trust | Owner | 11/2022 | 10-25% |
Burns, Andrew, C. | Trustee | 11/2022 | |
Burns, Andrew, C. | Trustee | 11/2022 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21