HILTON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2002
Total AUM
$3.2B
Discretionary
$1.5B
47% of AUM
Avg account
$1.9M
Accounts
1,647
Employees
27
Advisory reps
9

Firm details

Headquarters
GARDEN CITY, New York
CRD number
116357
Registered since
January 2, 2002
Website
www.hiltoncapitalmanagement.com
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, US BANK GLOBAL FUND SERVICES, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • Other43.57%
  • Insurance Companies16.33%
  • Individuals12.61%
  • Investment Companies11.84%
  • HNWI9.65%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hilton Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2002. The firm serves both individual/family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory work centers on discretionary and non-discretionary portfolio management for individuals and small businesses, for investment companies, and for businesses or institutions. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 34%, Investment Grade Corp Bonds 15%, US Government Bonds 4%, Cash & Cash Equivalents 2%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities34%
  • Investment Grade Corp Bonds15%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3

  • JEFFREY SEELEY

    CEOCRD 2539223

  • CHRISTOPHER O'NEILL

    CEOCRD 4711177

  • BARBARA MARTENS

    Chief Operating OfficerCRD 2992393

Contacts

3 of 6

  • ANN KEITNER

    CRD 4019686

  • ALEXANDER OXENHAM

    PartnerCRD 3028995

  • THOMAS MAHER

    Portfolio ManagerCRD 2794302

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 29

Active vs passive

$761M in ETFs

Passive

68%

$514M

Active

32%

$247M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$157M1,563,25220.67%
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Location

Primary office

GARDEN CITY, NY

NASSAU

Location

GARDEN CITY, NY

Headquartered in GARDEN CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
1050 Franklin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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