CO

Christopher Craig O'neill

21 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

Christopher is the President and CEO of Hilton Capital Management, an affiliated investment advisor of Rafferty Capital Markets. He is also a passive investor in JDO Partnership LLC and 2 G O'Neills and Turkey Bridge, LLC.

Employment History
Current Registrations
Hilton Capital Management, LLC
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Keane Securities Co., INC.Broker
October 2009 - May 2010 · 7 mos
Rafferty Capital Markets, LLCBroker
December 2004 - November 2023 · 18 yrs 11 mos
Cdm Specialists LLCBroker
October 2003 - January 2004 · 3 mos
Cohen, Duffy, Mcgowan & CO. LLCBroker
October 2003 - January 2004 · 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.