Hilton Capital Management, LLC
Assets Under Management
$2.9B
Number of Clients
1,577
Number of Advisors
8
Average Client AUM
$1.9M
AUM per Advisor
$366.4M
Compensation
Fee-Only (AUM)
About This Firm
Hilton Capital Management offers investment management services through separately managed accounts, subadvisory services, and model investment portfolios. They allocate assets among MLPs, REITs, individual debt and equity securities, collective investment vehicles, and options, tailoring services to individual client needs.
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
Location
1010 Franklin Avenue, Garden City, NY, 11530