HILTON CAPITAL Overview
Hilton Capital Management Llc is an investment advisor that manages 635.4 MM dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 03/31/19. The fund's latest filing disclosed 469MM in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 03/31/19. The fund's latest filing disclosed 469MM in positions, representing 74% of the manager's regulatory AUM.
HILTON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HILTON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| COLD | 7.27% | Industrials | 2.13% | 0.24% | 1 | 2% | ||
| JNJ | 5.69% | Health | -0.27% | 0.18% | 0 | 31% | ||
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FEATURED IN
HILTON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen P. Sprague | Cfo, Sec And Treas | December-2001 |
| Barbara L. Martens | Chief Compliance Officer | December-2001 |
| William J. Garvey | Chief Investment Officer | December-2001 |
| Christopher C. O'Neill | President & Ceo | January-2010 |
| Alexander D. Oxenham | Senior Portfolio Manager | January-2015 |
HILTON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
HILTON CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategies, Methods of Analysis and Risk of Loss
Hilton Tactical Income Strategy
A majority of Hilton Capital Management’s individual clients are invested in the “Hilton Tactical Income Strategy.” This strategy is a strictly disciplined approach that focuses on the need for income by creating portfolios that include MLPs, REITs and equities. Portfolios will be split along product lines and will stress diversification of assets. While growth may occur, the major focus will be to generate income greater than is available in an intermediate fixed-income portfolio.
Hilton Capital Partners Funds
Tullamore Capital LP invests with a value focus on the long side and a catalyst-driven approach to short selling in North America and Western Europe. Tullamore Capital LP’s investment program and strategy is fully described in its offering documents. Direxion Hilton Ta...
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Investment Strategies, Methods of Analysis and Risk of Loss
Hilton Tactical Income Strategy
A majority of Hilton Capital Management’s individual clients are invested in the “Hilton Tactical Income Strategy.” This strategy is a strictly disciplined approach that focuses on the need for income by creating portfolios that include MLPs, REITs and equities. Portfolios will be split along product lines and will stress diversification of assets. While growth may occur, the major focus will be to generate income greater than is available in an intermediate fixed-income portfolio.
Hilton Capital Partners Funds
Tullamore Capital LP invests with a value focus on the long side and a catalyst-driven approach to short selling in North America and Western Europe. Tullamore Capital LP’s investment program and strategy is fully described in its offering documents. Direxion Hilton Ta...
Unlock Full Investment Process Description
HILTON CAPITAL Portfolio Concentration
HILTON CAPITAL Location
1010 FRANKLIN AVENUE
GARDEN CITY, New York
UNITED STATES, 11530
GARDEN CITY, New York
UNITED STATES, 11530
HILTON CAPITAL Contact Information
Phone Number: 516-693-5380
Fax Number: 516-396-8499
Website: null
Fax Number: 516-396-8499
Website: null
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