HILTON CAPITAL MANAGEMENT, LLC
SEC RegisteredDisciplined Investing. Client Focused.
About the firm
Hilton Capital Management is a registered investment advisor that offers actively-managed, long-only balanced and equity strategies for institutions, individual investors, and their advisors, with products available on leading investment platforms and as separately managed accounts. Hilton Capital manages more than $3 billion in assets across three investment strategies and a range of asset classes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively-managed, long-only balanced and equity strategies, including Tactical Income (a balanced total return strategy focused on income with reduced risk), Small & Mid Cap Opportunities (a fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments), and Dividend & Yield (low-beta, large-cap equity centered on dividends with sector adjustments), available on leading investment platforms and as separately managed accounts.
Who they serve
Institutions, individual investors, and their advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,384 | $399M |
| High Net Worth Individuals | 153 | $305M |
| Charitable Organizations | 19 | $8.0M |
| Sovereign Wealth Funds | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HILTON 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.