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HAMLIN CAPITAL MANAGEMENT, LLC

SEC Registered

We are long-term, long only fundamental investors.

NEW YORK, NYhttps://hamlincm.com212.752.8777
Assets Under Management
$5B–$25B
Employees
24
Office Locations
1 office
Total Accounts
1924

About the firm

Hamlin Capital Management's mission is to preserve and grow client wealth. Hamlin investment portfolios seek to generate substantial income and to compound that income at attractive rates over time by investing in municipal bonds and high dividend-yielding equities. Hamlin tailors client portfolios to meet individual investment objectives, accommodating risk tolerances, income requirements, tax situations, and other specific needs.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing

Areas of expertise

Municipal BondsHigh Dividend EquitiesSeparately Managed AccountsMutual FundsEquity IncomeLong-term InvestingFundamental Investing

Services

Separately Managed Accounts including Equity Income and High Yield Municipal Bond strategies, as well as Mutual Funds including a High Dividend Equity Fund.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)243$138M
High Net Worth Individuals1,351$3.8B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans23$1.0B
Charitable Organizations18$391M
State/Municipal Entities51
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Lucy M Stitzer
MEMBER OF ADVISORY BOARD
Vivian Pan
PRESIDENT
Deborah Anne Finegan
CHIEF OPERATING OFFICER
Mark Stitzer
CHIEF EXECUTIVE OFFICER
Michael James Torregiano
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
NY
NEW YORKHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#119278
SEC Number
801-60945
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM
Minimum: $1,000,000 (waivable)

Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HAMLIN CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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