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| Happy Holidays!! thanks for using AUM13F!! |
| Pine Haven Investment Counsel Inc
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| CRD # | 129365 |
| SEC # | 801-71502 |
| CIK # | 0001899753 |
| AUM | $170.0 M (2025-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 508-993-0336 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.8 | ||
| Apple Inc | 8.6 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Starbucks Corp | 3.9 | ||
| Schwab Charles Corp | 3.8 | ||
| AbbVie Inc | 3.3 | ||
| Abbott Laboratories | 3.1 | ||
| Alphabet Inc | 2.8 | ||
| Oracle Corp | 2.6 | ||
| Exxon Mobil Corp | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 16.1 |
| (b) Individuals (high net worth individuals) | 36 | 143.7 |
| (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 | 10.1 |
| (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 | 297 | 170.0 |
| By Discretionary | ||
| Discretionary | 275 | 157.8 |
| Non-Discretionary | 22 | 12.1 |
| Total | 297 | 170.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.0 | |
| Total | 297 | 170.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001899753] |
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|---|---|---|
|
Bledsoe Asset Management LLC
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AZ | 0.2 |
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ARK Advisors LLC
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IL | 0.2 |
|
Hippocratic Financial Advisors LLC
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CA | 0.2 |
|
Grantvest Financial Group LLC
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NJ | 0.2 |
|
Thomas Leo Advisory LLC
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MN | 0.2 |
|
Michael Traxler Wealth Management LLC
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|
MN | 0.2 |
|
Advice & Planning Services LLC
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|
PA | 0.2 |
|
Continental Investors Services Inc
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|
WA | 0.2 |
|
RBP Investment Advisors Inc
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |