Hildene Capital Management
Stamford, CT·SEC-registered · CRD #160415
Hildene Capital Management is an SEC-registered investment advisory firm in Stamford, CT managing $20B across 89 client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
89
Advisory staff
18
Fee model
Fee-only
How Hildene Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Hildene Capital Management
How much does Hildene Capital Management manage?
Per its most recent SEC Form ADV filing (04/27/2026), Hildene Capital Management reports $20B in regulatory assets under management across roughly 89 client accounts.
How does Hildene Capital Management charge?
Hildene Capital Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Hildene Capital Management a fiduciary?
Yes. Hildene Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #160415), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Hildene Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Hildene Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Hildene Capital Management's public SEC Form ADV filing (CRD #160415, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Hildene Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Hildene Capital Management? Claim this profile.