RIA Intel›Advisers›New York›DALTON, GREINER, HARTMAN, MAHER & CO., LLC

DALTON, GREINER, HARTMAN, MAHER & CO., LLC

Advisory

N·NEW YORK, NY

Data as of Mar 8, 2021 · Source: SEC Form ADV

Total AUM

$245M

1-Year AUM Growth

-84.2%

3-Year CAGR

-50.1%

Employees

7

Assets Under Management

Total AUM$245M

Discretionary AUM$203M

Non-Discretionary AUM$42M

Discretionary %83%

Total Clients—

Team

Total Employees7

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record98

First FilingMar 5, 2004

Latest FilingMar 8, 2021

🔒 Full AUM trend chart and 98 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DALTON, GREINER, HARTMAN, MAHER & CO., LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.