Overview
Assets Under Management: $8.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1,339
Average Client Assets: $3 million
Frequently Asked Questions
HAMLIN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119278), HAMLIN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HAMLIN CAPITAL MANAGEMENT, LLC is headquartered in NEW YORK, NY.
HAMLIN CAPITAL MANAGEMENT, LLC serves 1,339 high-net-worth clients according to their SEC filing dated April 02, 2025. View client details ↓
According to their SEC Form ADV, HAMLIN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HAMLIN CAPITAL MANAGEMENT, LLC manages $8.3 billion in client assets according to their SEC filing dated April 02, 2025.
According to their SEC Form ADV, HAMLIN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,339
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,911
Discretionary Accounts: 1,911
Regulatory Filings
CRD Number: 119278
Filing ID: 1975222
Last Filing Date: 2025-04-02 13:00:00
Website: https://hamlincm.com