Overview
Assets Under Management: $2.9 billion
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 215
Average Client Assets: $2 million
Frequently Asked Questions
HILTON 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 #116357), HILTON CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HILTON CAPITAL MANAGEMENT, LLC is headquartered in GARDEN CITY, NY.
HILTON CAPITAL MANAGEMENT, LLC serves 215 high-net-worth clients according to their SEC filing dated June 11, 2025. View client details ↓
According to their SEC Form ADV, HILTON CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
HILTON CAPITAL MANAGEMENT, LLC manages $2.9 billion in client assets according to their SEC filing dated June 11, 2025.
According to their SEC Form ADV, HILTON CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.21
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,288
Discretionary Accounts: 1,222
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 116357
Filing ID: 1993379
Last Filing Date: 2025-06-11 10:03:00
Website: https://hiltoncm.com