Hamlin Capital Management, LLC is a large advisory firm based in New York. It manages $4.25 billion of regulatory assets for 1,234 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Connecticut, and 25 other states.
Hamlin Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hamlin Capital Management, LLC is $4.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20691% since the beginning of its operation, and $65.71 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Hamlin Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Vivian Pan is high net worth individuals with 618 clients and $1.66 billion of assets under management. Among the 11 most similar advisory firms, Hamlin Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $4.25 billion for 1,234 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Hamlin Capital Management also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.
The company employs 21 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Vivian Pan has been acting as President since 1 Jul 2001. Jeremi (Nmn) Roux joined the executive team most recently as the General Counsel / Chief Compliance Officer.
The principal office where Hamlin Capital Management, LLC performs its advisory services is located at 640 Fifth Avenue, 11 Th Floor, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212.752.8777 or by fax 212.752.5698. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at hamlincm.com.