Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1010 Franklin Avenue, Garden City, NY, 11530
Get directionsRegulatory History
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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Barbara is the Chief Operating Officer at Hilton Capital Management, LLC, overseeing operations and investment advisor management, dedicating about 10-20% of her time. She also serves as Chief Operating Officer for Rafferty Holdings, LLC, and owns Martens Equine, LLC, a horse farm, dedicating about 10-20% of her time and a few hours per week respectively.