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HILDENE CAPITAL MANAGEMENT
Legal name: HILDENE CAPITAL MANAGEMENT, LLC
CRD 160415File 801-73616
APPROVED
Custody
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.18B
Top 10% of cohort (national)
Discretionary AUM
$20.17B
Non-discretionary $9.2M
Clients
82
88 accounts
Employees
33
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 30, 2012
- Principal office
- 333 LUDLOW STREET, SOUTH TOWER, 5TH FLOOR, STAMFORD, CT, 06902
- Phone
- 203-517-2500
- Website
- https://hildenecdo.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.18B
- Discretionary AUM
- $20.17B
- Non-discretionary AUM
- $9.2M
- Discretionary accounts
- 87
- Non-discretionary accounts
- 1
- Total accounts
- 88
- AUM per client
- $246.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $786.3M |
| Insurance companies | 6 | $6.85B |
| Pooled investment vehicles | 76 | $12.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 33 | increased by2 |
| Apr 1, 2026 | Clients | 69 | 82 | increased by13 |
| Apr 1, 2026 | AUM | $17,308,126,716 | $20,183,115,317 | increased by$2,874,988,601 |
| Apr 1, 2026 | Accounts | 73 | 88 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 31 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 69 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,933,972,925 | $17,308,126,716 | increased by$4,374,153,791 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 48 | 73 | increased by25 |
| Apr 1, 2022 | Employees | 30 | 33 | increased by3 |
| Apr 1, 2022 | Clients | 44 | 41 | decreased by3 |
| Apr 1, 2022 | AUM | $13,239,532,779 | $12,933,972,925 | decreased by$305,559,854 |
| Apr 1, 2022 | Accounts | 46 | 48 | increased by2 |
| 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 “HILDENE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HILDENE 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.