Firm profile

HAMLIN CAPITAL MANAGEMENT, LLC

NEW YORK, NYCRD 119278Latest ADV March 23, 2026

Hamlin Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 23, 2026, reports $8.7B in regulatory assets under management, 24 employees, and 1,924 accounts.

Assets Under Management
$8.7B
Employees
24
Offices
--
Total Clients
1,924
Primary office
NEW YORK, NY
640 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMark Stitzer
CCOJeremi Roux
CFORobert A. Loverro

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 70.2% of total clients.
Top client categories% of clientsClients
1
HNWI
70.2%
1,351
2
Individuals
12.6%
243
3
Corporations
11.4%
220
4
Charitable
2.7%
51
5
Pooled Investment Vehicles
1.2%
23

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.7Bas of March 23, 2026
Discretionary100.0%
$8.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$8.7B
Total Accounts1,924
10Y AUM Change+$5.1B (+140.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees24
Clients per Employee80:1
10Y Employee Change+4 (+20.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.