Asset manager · New York, NY
Hamlin Capital Management, LLC
SEC-registered investment adviser · CRD 119278 · SEC 801-60945
At a glance
Hamlin Capital Management, LLC is an SEC-registered investment adviser based in New York, New York, with $8.7 billion in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,594 individual clients. By Form ADV it is a asset manager, ranked 550th of 3,218 asset managers and 1,494th of 17,210 SEC-registered advisers by assets.
Main office 212-752-8777hamlincm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.7B
- Rank among asset managers
- #550 of 3,218
- Rank among all SEC RIAs
- #1,494 of 17,210
- Rank in New York
- #385 of 2,591
- Individual clients
- 1,594
- High-net-worth clients
- 1,351
- Accounts
- 1,924
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Joseph J. BridyFixed Income Portfolio Manager
- Lucy C. StitzerOwner
- Deborah A. FineganChief Operating Officer
- Mark (. StitzerChief Executive Officer
- Christopher M. DagnesEquity Portfolio Manager
- Jeremi (. RouxGeneral Counsel / Chief Compliance Officer
- Robert A. LoverroChief Financial Officer
- Michael M TangEquity Portfolio Manager
- Parker B. StitzerFixed Income Analyst
Custody and brokerage
4 custodians
- National Financial Services$1.2B32%
- Charles Schwab$992M27%
- Deutsche Bank$859M23%
- UBS$666M18%
Other RIAs using National Financial ServicesOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,351 | $3.8B | 43% |
| Investment companies | 1 | $1.6B | 19% |
| Corporations or other businesses | 220 | $1.2B | 13% |
| Pooled investment vehicles | 23 | $1.0B | 12% |
| Pension and profit sharing plans | 18 | $391M | 4% |
| Charitable organizations | 51 | $367M | 4% |
| State or municipal government entities | 17 | $203M | 2% |
| Individuals | 243 | $138M | 2% |
Private funds
Hamlin Capital Management, LLC reports 2 private funds with $437M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Hamlin Capital Management, LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗hamlincm.com ↗
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The full record on Hamlin Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 571 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Hamlin Capital Management, LLC manage?
Hamlin Capital Management, LLC reports $8.7 billion in regulatory assets under management across 1,924 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Hamlin Capital Management, LLC?
Hamlin Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Hamlin Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($3.8 billion, 1,351 clients); investment companies ($1.6 billion, 1 clients); corporations or other businesses ($1.2 billion, 220 clients).
Does Hamlin Capital Management, LLC manage private funds?
Yes. It reports 2 private funds with $437 million in gross assets, including other private funds.
Does Hamlin Capital Management, LLC have any disciplinary history?
Hamlin Capital Management, LLC answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Hamlin Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →