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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · SEI · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-22-2002
- Office Locations
- 1
Office Locations
About Hamlin Capital Management, LLC
Hamlin Capital Management is a New York-based investment manager focused on long-term, long-only fundamental portfolios. Strategies emphasize municipal bonds and high dividend-yielding equities designed to generate income and compound it over time, with mandates tailored to client objectives, risk tolerance, income needs, and tax considerations. The firm serves retail and institutional investors and publishes regular market and portfolio commentary.
Reported data analysis
What the numbers show
Between April 2, 2025 and March 23, 2026, reported AUM increased 4.5%, from $8.3B to $8.7B.
Across 5 reported observations, AUM increased 49.2% between October 5, 2022 and March 23, 2026, from $5.8B to $8.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 1,924 clients, or 137.4 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hamlin Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LUCY CAROLINE MACMILLAN STITZER
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
MARK STITZER
Chief Executive Officer, Chief Operating Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 9 owners & executives
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Nathaniel Philip Fierstein
Analyst
- CRD
- #6608674
Dennis Lam
Partner
- CRD
- #7502772
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,712,122,495 | $4,528,130 |
| Non-Discretionary | $0 | -- |
| Total | $8,712,122,495 | $4,528,130 |
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Separately Managed Accounts
SMA allocation detail is available
Hamlin Capital Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hamlin Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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