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- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · SEI · UBS
- Clients
- Retail and Institutional
- Platforms
- Peak ridgeCapital +more
- 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.
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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%
Quantum prime
Foundation crest unison
- CRD
- #36727
- Ownership
- 30.4%
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
Total SMA Asset: $6,054,354,700
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $538,381,976 | 16.3% |
| Equity - Exchange | $1,271,638,409 | 38.5% |
| Cash | $1,215,488,142 | 36.8% |
| Corporate - Non-Investment Grade | $277,448,380 | 8.4% |
| Total | $3,302,956,907 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE EMBER PIONEER | VERTEX PEAK | 90VC305AW | EIJ | 3.20% | $21,788,586 |
| CAPITAL EAGLE HORIZON | GLACIER PEAK | V4QCOXPL5 | EHJQ | 9.69% | $39,911,238 |
| CREST MATRIX HORIZON | HORIZON ZENITH | FJER6MDEI | SLFVZ | 9.29% | $89,056,102 |
| PEAK HORIZON | ZENITH VITAL | PJLSBQZGE | CWFTY | 7.67% | $41,007,426 |
| UNISON ZENITH MATRIX | OAK PEAK | F5TXPACGU | AQDKN | 0.95% | $51,751,587 |
| CAPITAL TIMBER QUANTUM | GLACIER SUMMIT | KNEUZ7E3E | SFW | 8.02% | $78,301,227 |
| VALUE BEACON RADIAL | VALUE LEGACY | 5Z54XZFZY | ESJS | 3.10% | $74,744,944 |
| OAK BRIDGE EMBER | SUMMIT FOUNDATION | 74A8M716D | LFPYS | 3.46% | $106,860,975 |