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

Thomas works as a portfolio manager for affiliate Hilton Capital Management, LLC.

Employment History
Current Registrations
Hilton Capital Management, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Rafferty Capital Markets, LLCBroker
January 2019 - November 2023 · 4 yrs 10 mos
Lord, Abbett & CO. LLC
September 2005 - January 2019 · 13 yrs 4 mos
Lord Abbett Distributor LLCBroker
July 2005 - January 2019 · 13 yrs 6 mos
State Registrations5 states
CAFLNJNVNY
Advisor
Exams
No exam information available for this advisor.
Thomas Barry Maher - Financial Advisor | AdvisorDiscover