About Hilton

Hilton Capital Management is a privately held investment management boutique based in Garden City, NY.

Founded in 2001, the firm currently manages approximately $1.8 billion in assets and employs 15 investment, distribution and operational professionals.

The firm actively manages four different investment strategies which span a range of asset classes and investment objectives.

Hilton maintains a strong focus on customer service. Our products are designed to meet the needs of both individual and institutional investors. Hilton’s strategies are centered on sound investment decision making with strong emphasis on downside protection. All investment decisions are made by a team of five investment professionals who average over 25 years of experience in the financial markets. As we continue to expand our product offering, Hilton remains committed to the overall mission of performance, transparency, growth, and risk mitigation.

 

Bill Garvey
 —
Chief Investment Officer
Bill Garvey

We’re not interested in hugging benchmarks. We actively seek out opportunities and capture them.

It’s impossible to talk about Hilton Capital without speaking to the internal culture of the firm. Firms with a conservative investment approach are rarely lauded as being entrepreneurial, but Hilton has been able to achieve this balance effectively since inception.

Obsessive attention to detail, open communication with investors and advisors and a willingness to challenge conventional wisdom and view the markets both tactically and strategically have created a culture of success at Hilton that is unparalleled. Everyone at Hilton Capital has a voice, which is one of the reasons our team is highly tenured and our clients stay with us for so long.

Craig O’Neill
 —
CEO
Craig O'Neill

What makes Hilton so compelling as a company is that we’re able to balance entrepreneurship with conservatism.

Hilton Capital Management Timeline

  1. 2001
  2. 2010
  3. 2011
  4. 2014
  5. 2016
  6. 2017
  7. 2019 YTD

  1. William Garvey

    June, 2001

    Founds Hilton Capital Management.

  2. Craig O'Neill

    2010

    Joins Hilton Capital Management as CEO & President.

  3. Alexander Oxenham, CFA

    2011

    Joins Hilton Capital Management as Partner & Co-Chief Investment Officer

  4. DIVYs & Mutual Fund

    2014

    DIVYS
    Founded
    Mutual Fund
    Launched

  5. Crossing the $1 Billion Mark

    2016-2017

    For AUM (Assets Under Management)

  6. Timothy Reilly & ETI

    2017

    Timothy Rielly
    Joins Hilton Capital Management as Portfolio Manager
    ETI Strategy
    Founded

  7. Thomas B. Maher & SMCO

    2019

    Thomas B. Maher
    Joins HIlton Capital Management as Portfolio Manager
    SMCO Strategy
    Founded

Our Strategies

Explore our strategies to find the best fit for your objectives.

Tactical Income

Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk and volatility.
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Dividend & Yield

Diversified portfolio of global dividend yielding securities managed tactically utilizing the Hilton Capital Management investment process.
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Efficient Tactical Income

Incorporates passive and non-passive funds to replicate the asset allocation process of the Hilton Tactical Income strategy.
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Small and Mid Cap Opportunities

The Small and Mid Cap Opportunities Strategy appeals to investors seeking exposure to small and mid cap equities, where diversification is critical but is not determined by index weights.
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Ready to get started?

Contact us today to schedule a call with one of our managers.

Contact Us

1010 Franklin Avenue, Suite 300A
Garden City, NY 11530
(516) 693-5380
info@hiltoncm.com

Hilton Capital Management (“HCM” or the “Firm”) is a registered investment adviser with its principal place of business in the State of New York. HCM and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which HCM maintains clients. HCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
HCM’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of HCM’s website on the Internet should not be construed by any consumer and/or prospective client as HCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. HCM does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. HCM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HCM’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Past performance is no guarantee of future results. Any subsequent, direct communication by HCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For additional information about HCM, including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.
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