Hamlin Capital Management, LLC

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Client assets under management

$3,921,299,097

Clients

1,594

85% high-net worth

Advisors

of 24 employees

Firm type

Multi Team

Clients per advisor

399

Very High

Average account size

$2,460,037

About

Hamlin Capital Management provides discretionary portfolio management for individual and high-net-worth clients, separately managed accounts, two pooled private funds, and the Hamlin High Dividend Equity Fund. The firm also manages accounts for pension plans, charitable organizations and invests in municipal and other public finance securities, and it serves as sub‑advisor and model provider for a number of third‑party advisory programs.

The firm’s investment approach emphasizes current income, concentrating portfolios in high‑dividend equities and high‑yield municipal and taxable bonds, with equity strategies offered in versions with and without MLPs and bond mandates available in long, short, ultra‑short, and taxable formats. Hamlin typically pursues long‑term purchases, conducts fundamental company and municipal credit analysis (including proprietary valuation work), and at times negotiates whole‑issue purchases of non‑rated municipal bonds and uses tax‑loss harvesting and client cross‑trades to implement portfolio changes.

Hamlin is distinctive among peers for its affiliation with a registered municipal advisor (Hamlin Capital Advisors), its role acting as Bondholder Representative on certain financings (including instances where borrowers reimburse Hamlin or where principals have provided loans or recapitalizations), and for managing both registered and private pooled vehicles. The firm’s ADV also discloses a prior SEC administrative settlement in 2018 concerning cross‑trading practices and notes that it does not provide financial planning services.

Client services

Portfolio management

Expertise

Tax-loss harvesting

Occupation focus

Self-Employed

Fee options

Percentage

$0 - $1,000,000: Negotiable up to 1.25% $1,000,000 - $2,000,000: Negotiable up to 1.25% $2,000,000 - $2,500,000: Negotiable up to 1.25% $2,500,000+: Negotiable up to 1.25%

Other

Account minimum: $1,000,000

Main office location

Hamlin Capital Management, LLC

640 Fifth Avenue, 11 Th Floor

New York NY 10019, United States

Number of offices

Most active in

Arizona · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 212.752.8777

Advisors at this firm

Michael T

CFA®, Series 63

New York, NY

Hamlin Capital Management, LLC

Michael Tang is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Hamlin Capital Management, LLC in New York, NY. He has been with Hamlin Capital since 2013. Hamlin Capital Management, LLC provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools to manage long-term investments.

Tax-loss harvesting Self-Employed

Nathaniel F

CFA®, Series 66

New York, NY

Hamlin Capital Management, LLC

Nathaniel Fierstein is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Hamlin Capital Management, LLC since 2019 and previously worked at Morgan Stanley Wealth Management from 2016 to 2019. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools, and it serves a diverse client base including municipal issuers and obligated persons.

Tax-loss harvesting Self-Employed

Christopher D

CFA®, Series 63

New York, NY

Hamlin Capital Management, LLC

Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, employing fundamental analysis and proprietary tools in its investment approach.

Tax-loss harvesting Self-Employed

Dennis L

Series 65

New York, NY

Hamlin Capital Management, LLC

Dennis Lam is a financial advisor at Hamlin Capital Management, LLC with a Series 65 designation and three years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management services to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and municipal and taxable bonds, utilizing fundamental analysis and proprietary tools.

Tax-loss harvesting Self-Employed

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