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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 24 | increased by2 |
| Apr 1, 2026 | Clients | 1,911 | 1,924 | increased by13 |
| Apr 1, 2026 | AUM | $8,333,449,010 | $8,712,122,495 | increased by$378,673,485 |
| Apr 1, 2026 | Accounts | 1,911 | 1,924 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,319 | 1,911 | increased by592 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,840,637,873 | $8,333,449,010 | increased by$2,492,811,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,319 | 1,911 | increased by592 |
| Apr 1, 2022 | Clients | 1,212 | 1,319 | increased by107 |
| Apr 1, 2022 | AUM | $4,846,730,121 | $5,840,637,873 | increased by$993,907,752 |
| Apr 1, 2022 | Accounts | 1,212 | 1,319 | increased by107 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAMLIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAMLIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.