KM

Kevin Anthony Mccarthy

26 Years of Experience

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
Loading...

Advisor Information

Office location

1010 Franklin Avenue, Garden City, NY, 11530

Get directions
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.

Learn about disclosures →
Other Business Activities

Kevin works full-time marketing for Hilton Capital Management, LLC, an affiliated investment advisor, focusing on asset raising and client assistance. This activity is investment-related.

Employment History
Current Registrations
Foreside Fund Services, LLC
January 2022 - Present · 4 yrs
Foreside Fund Services, LLCBroker
January 2022 - Present · 4 yrs
Hilton Capital Management, LLC
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Sandgrain Securities LLCBroker
January 2012 - December 2012 · 11 mos
Rafferty Capital Markets, LLCBroker
March 2011 - January 2022 · 10 yrs 10 mos
Gfi Securities LLCBroker
January 2008 - March 2011 · 3 yrs 2 mos
Tullett Liberty Securities LLCBroker
April 2007 - July 2007 · 3 mos
Chapdelaine Corporate Securities & COBroker
April 2004 - May 2007 · 3 yrs 1 mo
Fleet Securities, INC.Broker
January 2001 - April 2004 · 3 yrs 3 mos
Quick & Reilly, INC.Broker
May 1999 - January 2001 · 1 yr 8 mos
Fleet Securities, INC.Broker
May 1999 - May 1999 · 0 mos
State Registrations29 states
ALAZCACOCTDEGAHIIDILINKSMDMEMNNCNHNJNVNYOHPASCTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.