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| Capital Counsel LLC
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| CRD # | 109001 |
| SEC # | 801-56844 |
| CIK # | 0002033609, 0001114928, 0001418421, 0001289811 |
| AUM | 2,874.5 M (2026-03-31) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 212-350-9333 |
| Address | 527 Madison Ave, 19th Floor New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002033609 0001114928 0001418421 0001289811 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Caterpillar Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Deere & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Lamar Advertising Co/New | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Belle Meade Associates LP | [2012-03-21] | 129.4 M | 130.4 M |
| Filed 2025-10-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Belle Meade Associates NT LP | 2012-03-21 | 113.4 M | |
| Other | Belle Meade Associates NY LP | 2012-03-21 | 160.5 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 0.0 |
| (b) Individuals (high net worth individuals) | 199 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.2 |
| (i) State or municipal government entities | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 785 | 2.9 |
| By Discretionary | ||
| Discretionary | 779 | 2.9 |
| Non-Discretionary | 6 | 0.0 |
| Total | 785 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 785 | 2.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Randall Smith | Executive Officer | 28 | 2 | |
| F Smith | Executive Officer | 7 | 2 | |
| Lauren Blum | Executive Officer | 3 | 2 | |
| Capital Counsel LLC | Promoter | 3 | 2 | |
| Terence Greene | Executive Officer | 3 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001114928] | |
| 13F-NT | [0001289811] | |
| 13F-HR | [0001418421] | |
| 13F-HR | [0002033609] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail, Research |
| LEI | 254900VIIQAOGR04WW17 |
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