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| Private Counsel Group Ltd
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|---|---|
| CRD # | 300083 |
| SEC # | 801-135690 |
| CIK # | 0000939897, 0001385005, 0001670053 |
| AUM | 116.0 M (2026-02-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-627-8957 |
| Address | 350 Massachusetts Ave Indianapolis, IN 46204 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000939897 0001385005 0001670053 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Microsoft Corp | 5.8 | ||
| Nike Inc | 5.6 | ||
| Intel Corp | 4.5 | ||
| Johnson & Johnson | 4.4 | ||
| Automatic Data Processing Inc | 4.4 | ||
| Alphabet Inc | 4.2 | ||
| Illinois Tool Works Inc | 4.2 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Procter & Gamble Co | 4.0 | ||
| McDonalds Corp | 3.8 | ||
| Abbott Laboratories | 3.8 | ||
| Home Depot Inc | 3.6 | ||
| BlackRock Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.2 | ||
| PepsiCo Inc | 2.7 | ||
| Air Products & Chemicals Inc /DE/ | 2.6 | ||
| Merck & Co Inc | 2.4 | ||
| Waters Corp /DE/ | 2.3 | ||
| 3M Co | 2.3 | ||
| Coca Cola Co | 2.2 | ||
| American Express Co | 2.2 | ||
| Amgen Inc | 1.8 | ||
| Medtronic Holdings Ltd | 1.6 | ||
| Kimberly Clark Corp | 1.6 | ||
| CVS Caremark Corp | 1.5 | ||
| Bristol Myers Squibb Co | 1.4 | ||
| Applied Materials Inc /DE | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 6.3 |
| (b) Individuals (high net worth individuals) | 32 | 109.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 116.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 153 | 116.0 |
| Total | 153 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 153 | 116.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0000939897] | |
| 4 | [0001385005] | |
| 13F-HR | [0001670053] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Heritage Global Inc | |
| Counsel Corp | |
| Counsel LLC | |
| Counsel Communications LLC |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Heritage Global Inc HGBL
Common stock
|
2014-01-01 | Other | 16,797,006 | $0.00 | |
|
Heritage Global Inc HGBL
Common stock
|
2014-01-01 | Other | 20,644,481 | $0.00 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greenskeeper Asset Management Inc
✚
|
116.3 M | |
|
First Light Wealth Advisors LLC
✚
|
NJ | 116.3 M |
|
Jaffe Asset Management LLC
✚
|
CA | 116.2 M |
|
Columbia Benefits LLC
✚
|
CO | 116.2 M |
|
Santa FE Advisors LLC
✚
|
NM | 116.1 M |
|
Sacajawea & Company LLC
✚
|
116.1 M | |
|
NPM Consulting LLC
✚
|
116.1 M | |
|
Paragon Asset Management Inc
✚
|
CA | 115.9 M |
|
Portfolio Advisory Group Inc
✚
|
VA | 115.8 M |
|
Inukshuk Capital Management Inc
✚
|
115.7 M |