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 09/30/16. The fund's latest filing disclosed 273MM in positions, representing 43% of the manager's regulatory AUM.

HILTON CAPITAL StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HILTON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPD 6.82% Energy -5.86% -0.96% 0 13%
GPT 6.36% Financials 0% -0.78% 0 2%
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FEATURED IN
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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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HILTON CAPITAL Portfolio Concentration

HILTON CAPITAL Location

1010 FRANKLIN AVENUE
GARDEN CITY, New York
UNITED STATES, 11530

HILTON CAPITAL Contact Information

Phone Number: 516-693-5380
Fax Number: 516-396-8499
Website:

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