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| Pine Haven Investment Counsel Inc
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|---|---|
| CRD # | 129365 |
| SEC # | 801-71502 |
| CIK # | 0001899753 |
| AUM | 193.4 M (2026-02-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 508-993-0336 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.7 | ||
| Microsoft Corp | 11.2 | ||
| Alphabet Inc | 5.4 | ||
| Costco Wholesale Corp /NEW | 5.1 | ||
| AbbVie Inc | 4.5 | ||
| Starbucks Corp | 4.3 | ||
| Applied Materials Inc /DE | 4.2 | ||
| Schwab Charles Corp | 3.7 | ||
| Deere & Co | 2.5 | ||
| Amgen Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 16.7 |
| (b) Individuals (high net worth individuals) | 41 | 165.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.9 |
| (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 | 323 | 193.4 |
| By Discretionary | ||
| Discretionary | 288 | 177.7 |
| Non-Discretionary | 35 | 15.8 |
| Total | 323 | 193.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.4 | |
| Total | 323 | 193.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001899753] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Kastel Capital Advisors LLC
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|
January Capital Advisors LLC
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|
Hinchley Advisory Group LLC
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|
Willner & Heller LLC
✚
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