YCharts has introduced benchmark data from Hamilton Lane, adding a new private markets reference set designed to help financial advisors evaluate private investment strategies alongside public markets analysis.
The new benchmarks are intended to provide advisors with standardized metrics to compare private fund performance, assess diversification, and explain the role of private markets within client portfolios. YCharts said the data is also designed to support advisors who use proxy tickers or model portfolios to represent private-market exposures, providing a more relevant comparison set for investment analysis.
Hamilton Lane’s benchmarks are built from proprietary fund and deal-level data sourced from global limited partner cash flows. The coverage spans private equity, private credit, and private real assets, with visibility across strategies, vintage years, and geographies. The firm said the benchmarks are used by institutions, general partners, financial advisors, and researchers to measure performance and identify trends.
The Hamilton Lane benchmarks are now available to YCharts Professional license users. YCharts framed the release as the first phase of a broader initiative to expand alternative investment data on its platform as advisors manage increasingly diversified client portfolios.
Hamilton Lane said it had about 780 professionals across offices in North America, Europe, Asia Pacific, and the Middle East, and reported $1.0 trillion in assets under management and supervision as of December 31, 2025, including $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets.
KEY QUOTES:
“YCharts is focused on helping advisors make more informed, confident decisions for their clients. 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.”
Caleb Eplett, Chief Product Officer, YCharts
“We are excited to partner with YCharts to make our proprietary private markets benchmark data more accessible to financial advisors. 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.”
Griff Norville, Head of Technology Solutions, Hamilton Lane
