Data / Investment advisers / New York / Hilton Capital Management, LLC
Hilton Capital Management, LLC, Garden City, NY: $3.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hilton Capital Management, LLC is an SEC registered investment adviser with its main office in Garden City, New York and reports $3.2 billion in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include insurance companies, individuals and investment companies. It is paid through a percentage of assets under management.
The request: Watch Hilton Capital Management, LLC (CRD number 116357): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 116357
- SEC file number
- 801-60776
- SEC status
- Approved, effective January 2, 2002
- Main office
- 1050 Franklin Avenue 5th Floor, Garden City, NY 11530
- Phone
- (516) 693-5380
- Website
- hiltoncapitalmanagement.com
- Regulatory AUM
- $3,161,983,610 in the Form ADV filed June 3, 2026
- Discretionary AUM
- $1,479,145,649
- Non discretionary AUM
- $1,682,837,961
- Accounts
- 1,647
- Employees
- 27, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 7 | $516.5 million |
| Individuals (other than high net worth individuals) | 1,384 | $398.6 million |
| Investment companies | 5 | $374.4 million |
| High net worth individuals | 153 | $305.2 million |
| Corporations or other businesses | 45 | $181.4 million |
| Pension and profit sharing plans | 19 | $8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.16 billion | March 30, 2026 |
| December 1, 2025 | $2.93 billion | June 11, 2025 |
Other advisers in Garden City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| United Asset Strategies Inc. | Garden City | $2.26 billion | Not listed | adviserinfo.sec.gov |
| Piton Investment Management, LP | Garden City | $927.9 million | Not listed | adviserinfo.sec.gov |
| Flynn Zito Capital Management, LLC | Garden City | $773.9 million | Not listed | adviserinfo.sec.gov |
| Wilmington Capital Securities, LLC | Garden City | $277.1 million | Not listed | adviserinfo.sec.gov |
| Brixton Capital Wealth Advisors, LLC | Garden City | $212.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Garden City, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving individuals
- Hilton Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.