Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,577 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Hilton Capital Management charges an annual management fee based on a percentage of assets under management, ranging from 0.12% to 1.25%. The specific rate depends on the market value of assets and the type of services provided. Fees are charged quarterly, in arrears. Clients also incur brokerage commissions, transaction fees, and other related costs. Management fee rates may be negotiable. The firm generally imposes a minimum separately managed account size of $250,000, but may accept smaller portfolios at its discretion.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1010 Franklin Avenue, Garden City, NY, 11530

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is the President of Hilton Capital Management, an asset management firm, since 2017. This activity takes nearly full-time.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
January 2022 - Present · 4 yrs
Hilton Capital Management, LLC
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Rafferty Capital Markets, LLCBroker
June 2017 - January 2022 · 4 yrs 7 mos
Banc of America Securities LLCBroker
January 2009 - November 2010 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - April 2016 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2006 - April 2016 · 9 yrs 11 mos
Goldman, Sachs & CO. Broker
July 2001 - May 2006 · 4 yrs 10 mos
Cibc World Markets CORP.Broker
April 2000 - July 2001 · 1 yr 3 mos
Salomon Brothers INC.Broker
November 1997 - September 1998 · 10 mos
Salomon Smith Barney INC. Broker
February 1995 - May 2000 · 5 yrs 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Timothy Reilly - Financial Advisor | AdvisorDiscover