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Inverness Counsel LLC
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CRD # | 106520 |
SEC # | 801-40161 |
CIK # | |
AUM | $4.5 BB (2023-03-01) |
Employees | 28 (50% Investors, 0% Brokers) |
Phone | 212-207-2100 |
Address | 845 Third Avenue New York, NY 10022-6601 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 398 | 0.1 |
(b) Individuals (high net worth individuals) | 528 | 2.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 12 | 0.8 |
(h) Charitable organizations | 55 | 0.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 44 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 1,037 | 4.5 |
By Discretionary | ||
Discretionary | 882 | 3.8 |
Non-Discretionary | 155 | 0.6 |
Total | 1,037 | 4.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 4.5 | |
Total | 1,037 | 4.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Promanage LLC
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|
IL | 4.5 |
Fourth Street Performance Partners Inc
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|
KY | 4.5 |
JMG Financial Group Ltd
✚
|
IL | 4.5 |
Kestra Private Wealth Services LLC
✚
|
TX | 4.5 |
Stockman Wealth Management Inc
✚
|
MT | 4.5 |
Harbour Investments Inc
✚
|
WI | 4.5 |
InterOcean Capital Group LLC
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|
TN | 4.5 |
Focus Financial Network Inc
✚
|
MN | 4.5 |
Marshfield Associates Inc
✚
|
DC | 4.4 |
Dana Investment Advisors Inc
✚
|
WI | 4.4 |