Gilman Hill Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$754,882,046
Clients
289
Advisors
5
of 10 employees
About
Gilman Hill Asset Management, LLC provides discretionary, asset‑based portfolio management primarily to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans, corporations and other business entities. The firm also serves other investment advisers on a dual‑contract or sub‑advisory basis and participates in third‑party wrap fee programs.
GHAM’s investment process is fundamentally research‑driven, with portfolios constructed mainly from long‑only equity and fixed‑income securities, tailored asset allocation, ongoing monitoring and periodic rebalancing. The firm typically manages accounts on a discretionary basis, delivers monthly or quarterly performance and holdings reports to clients, and licenses model strategies to sponsors such as Janney Montgomery Scott and Vestmark Advisory Solutions while providing related performance information to sponsors and clients.
What is notable in GHAM’s brochure is its combination of direct client management with model licensing and sub‑advisory arrangements, including receipt of model fees from wrap program sponsors and disclosed relationships with multiple advisory and brokerage firms. The firm also discloses that certain clients may independently elect margin (borrowing) in separately managed accounts and reports managing approximately $1.24 billion in regulatory assets with a five‑person advisory team.
Client services
Expertise
Fee options
up to 1% annually (maximum)
Account minimum: $2,000,000 (may be waived at discretion of GHAM) Fee-only: Advisory fees calculated as a percentage of assets under management, generally up to a maximum of 1% annually; fees are negotiable and may vary based on account size, complexity, and scope of services.
Main office
220 Elm Street
New Canaan CT 06840
Advisors at this office
5
Most active in
California · Connecticut · Florida · Indiana · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · Texas · Virginia
Also doing business as
Gham, LLC · Gilman Hill Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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