Hilton Capital Management, LLC
Firm details
- Headquarters
- Garden City, New York
- CRD number
- 116357
- Registered since
- January 2, 2002
- 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
FINTRXOverview
Hilton Capital Management, LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2002) and charges clients on a percentage-of-assets-under-management basis. Its client mix includes individuals and families as well as institutional entities, and the firm provides discretionary and non-discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Hilton does not identify as an active ESG investor and is not presented as a multi-state adviser. The firm is affiliated with other investment adviser and commodity pool/CTA activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities34%
- Investment Grade Corp Bonds15%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5
Barbara Martens
Chief Operating OfficerCRD 2992393
Alexander Oxenham
Partner, CIOCRD 3028995
William Garvey
CEOCRD 2336334
Contacts
3 of 4
Thomas Maher
Portfolio ManagerCRD 2794302
Timothy Reilly
PresidentCRD 2179607
Kevin Mccarthy
DirectorCRD 2810983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$765M in ETFs
63%
$484M
35%
$281M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $116M | 1,149,386 | 15.12% |
Location
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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