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| Happy Holidays!! thanks for using AUM13F!! |
| 1919 Investment Counsel LLC
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| CRD # | 133370 |
| SEC # | 801-63656 |
| CIK # | 0001324943 |
| AUM | $24.0 B (2025-06-13) |
| Employees | 133 (40% Investors, 1% Brokers) |
| Phone | 410-454-2171 |
| Address | One South Street Baltimore, MD 21202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Special Investment Series Fund LLC | 2014-05-23 | 0.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,165 | 0.9 |
| (b) Individuals (high net worth individuals) | 2,664 | 17.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 54 | 0.9 |
| (h) Charitable organizations | 149 | 2.2 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 100 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 8,143 | 24.0 |
| By Discretionary | ||
| Discretionary | 8,114 | 23.9 |
| Non-Discretionary | 29 | 0.1 |
| Total | 8,143 | 24.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 23.7 | |
| Total | 8,143 | 24.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001324943] | |
| 13F-NT | [0001324943] | |
| SC 13G | [0001324943] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Legg Mason Investment Counsel LLC | AG Mortgage Investment Trust Inc | [2012-01-10] |
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CT | 28.0 |
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28.0 | |
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