YCharts Introduces Hamilton Lane Benchmarks to Bring Private Markets Insights to Advisors
New benchmarks from Hamilton Lane provide advisors with trusted data to evaluate private markets strategies and allocations.
YCharts, a leading investment research and client engagement platform, today announced the introduction of benchmark data from leading global private markets investment firm Hamilton Lane (NASDAQ:HLNE). The addition brings new visibility into private markets, helping financial advisors benchmark private fund performance, evaluate portfolio diversification and explain the role of private markets in client strategies.
With private markets playing an increasingly important role in client portfolios, advisors need a new set of tools to assess private investments with the same clarity and rigor they apply to public markets. Having Hamilton Lane benchmarks easily accessible within YCharts helps to deliver standardized metrics and insights built on decades of private markets performance data. The benchmarks also support advisors who use proxy tickers or model portfolios to represent private market exposures, providing more relevant points of comparison for investment analysis.
"YCharts is focused on helping advisors make more informed, confident decisions for their clients," said Caleb Eplett, Chief Product Officer at YCharts. "With the addition of Hamilton Lane benchmarks, we're giving advisors the context they need to understand and explain private markets investments within client portfolios."
Hamilton Lane's benchmarks are built from proprietary fund- and deal-level data sourced from Limited Partner cash flows globally, and are designed to equip industry professionals with premium data to better evaluate and compare performance. Coverage includes private equity, private credit and private real assets, with transparency across strategies, vintage years and geographies. These benchmarks are used by institutions, general partners, financial advisors and researchers to measure performance and identify trends.
"We are excited to partner with YCharts to make our proprietary private markets benchmark data more accessible to financial advisors," said Griff Norville, Head of Technology Solutions at Hamilton Lane. "This collaboration underscores our commitment to delivering transparent and data-driven insights, while advancing investor education across the private markets landscape. As interest from financial advisors and wealth professionals continues to grow, we see this as a meaningful step toward broadening access to the private markets."
The Hamilton Lane benchmarks are now available to YCharts Professional license users. This release represents the first phase of a broader initiative to expand alternative investment data on the platform, supporting advisors who manage increasingly diversified client portfolios.
To learn more, visit the YCharts website or contact hello@ycharts.com.
About YCharts
YCharts is a leading investment research and client engagement platform that empowers wealth managers to make data-driven decisions and strengthen client relationships. With intuitive tools and comprehensive market data, YCharts simplifies investment analysis, risk profiling, and proposal creation. AI-powered features accelerate workflows and surface key insights, while integrations with portfolio management systems, Excel, and single sign-on support maximum efficiency. Advisors rely on YCharts to streamline their day-to-day and deliver better client outcomes.
About Hamilton Lane
Hamilton Lane (NASDAQ:HLNE) 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 780 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit our website or follow us on LinkedIn.
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Media contact for YCharts
Tania Hollander
(866) 965-7552
tania@ycharts.com
Media contact for Hamilton Lane
Tia Wilson
(484) 816-6982
twilson@hamiltonlane.com