HILTON CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.16B |
| Discretionary | $1.48B47% of AUM |
| Non-Discretionary | $1.68B |
| Client Accounts | 1,647 |
| Avg Account Size | $1.9M |
| Employees | 27 |
| Peak AUM | $3.16BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.2B | +7.9% | +10.7% | +10.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.16B |
| Discretionary | $1.48B |
| Employees | 27 |
| Client Accounts | 1647 |
Contact & Location
Address
1050 FRANKLIN AVENUE
GARDEN CITY NY 11530
Phone
516-693-5380
Filing History
58 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.5B
46.8% of AUM
Non-Discretionary
$1.7B
53.2% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser