Hamlin Capital Management, LLC

RIASEC Registered

Total AUM

$8.7B

Discretionary

$8.7B

100% of AUM

Avg account

$4.5M

Accounts

1,924

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 119278
Registered since: February 22, 2002
Website: hamlincm.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., DEUTSCHE BANK SECURITIES INC., UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: HNWI43.43%
Investment Companies18.58%
Corporations / Businesses13.45%
Pooled Investment Vehicles11.93%
Pension & Profit Sharing Plans4.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hamlin Capital Management, LLC is an institutional registered investment adviser that has been SEC-registered since 2002. Structured as an LLC, the firm serves both individual and family clients as well as institutional investors and charges fees on a percentage-of-AUM basis. Its advisory mandate spans discretionary portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional/business clients. The firm is active as a sponsor and managing member of pooled investment vehicles and carries industry roles that include Registered Municipal Advisor and GP/sponsor responsibilities. Its public disclosures and asset mix indicate a tilt toward fixed‑income management alongside an equity sleeve and some exposure to real assets and commodity-linked strategies.