Hamlin Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,921,299,097
Clients
1,594
Advisors
4
of 24 employees
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
Expertise
Occupation focus
Fee options
$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%
Account minimum: $1,000,000
Main office
640 Fifth Avenue, 11th Floor
New York NY 10019
Advisors at this office
4
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
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.
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.
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.
Dennis L
Series 65
New York, NY
Hamlin Capital Management, LLC
Dennis Lam is a financial advisor at Hamlin Capital Management, LLC, holding a Series 65 credential with four years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension plans, and charitable organizations. The firm focuses on current income through high-dividend equities and high-yield municipal and taxable bonds, employing fundamental credit analysis and long-term investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)