Hamlin Capital Management, LLC
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
FINTRXOverview
Hamlin Capital Management, LLC is an SEC-registered institutional RIA formed in 2002 and organized as an LLC. The firm manages assets for both individual and family clients as well as institutional clients, and charges fees based on a percentage of AUM. Its advisory work spans separately managed accounts, investment companies, pooled investment vehicles and mandates for businesses or institutions. Hamlin also serves in sponsor and GP roles for pooled vehicles and is listed as a registered municipal advisor. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds54%
- Exchange Traded Equities41%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 3
Robert Loverro
Chief Financial OfficerCRD 2067448
Deborah Finegan
Chief Operating Officer & PartnerCRD 1737965
Jeremi Roux
General Counsel & Chief Compliance OfficerCRD 6177009
Contacts
3 of 8
Lucy Stitzer
Board MemberCRD 1800498
Dennis Lam
AnalystCRD 7502772
Christopher D'agnes
Partner, Portfolio ManagerCRD 3265978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1M in ETFs
100%
$1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $1M | 10,756 | 100.00% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 640 Fifth Ave
- Time zone
- ET (UTC-5)
- Office locations
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