RIA Intelโ€บAdvisersโ€บPRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

Advisory

Nยท

Data as of Mar 27, 2026 ยท Source: SEC Form ADV

Total AUM
$169M
1-Year AUM Growth
+4.0%
3-Year CAGR
-2.8%
Employees
1
Assets Under Management
Total AUM$169M
Discretionary AUM$167M
Non-Discretionary AUM$2M
Discretionary %98.6%
Total Clients154
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record34
First FilingMar 28, 2008
Latest FilingMar 27, 2026
๐Ÿ”’ Full AUM trend chart and 34 historical filings spanning 18+ years
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

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