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HAMLIN CAPITAL MANAGEMENT, LLC
CRD 119278File 801-60945
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.71B
Top 10% of cohort (national)
Discretionary AUM
$8.71B
Clients
1,924
1,924 accounts
Employees
24
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 22, 2002
- Principal office
- 640 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212.752.8777
- Website
- HTTP://WWW.HAMLINCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.71B
- Discretionary AUM
- $8.71B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,924
- Non-discretionary accounts
- 0
- Total accounts
- 1,924
- AUM per client
- $4.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 220 | $1.17B |
| Investment companies | 1 | $1.62B |
| Charitable organizations | 51 | $366.6M |
| High net worth individuals | 1,351 | $3.78B |
| Pooled investment vehicles | 23 | $1.04B |
| Pension and profit sharing plans | 18 | $391.1M |
| State or municipal government entities | 17 | $203.3M |
| Individuals (other than high net worth individuals) | 243 | $137.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.