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| Private Harbour Investment Management & Counsel LLC
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| CRD # | 146928 |
| SEC # | 801-69044 |
| CIK # | 0001453526 |
| AUM | 169.2 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 216-292-5700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001453526 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 16.0 | ||
| iShares Silver Trust | 6.6 | ||
| Nvidia Corp | 6.2 | ||
| Alphabet Inc | 4.6 | ||
| Microsoft Corp | 4.4 | ||
| Apple Inc | 4.1 | ||
| Eaton Corp Ltd | 3.4 | ||
| SPDR Gold Trust | 2.9 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| Chevron Corp | 2.5 | ||
| PepsiCo Inc | 2.3 | ||
| Check Point Software Technologies Ltd | 2.3 | ||
| Wesco International Inc | 2.1 | ||
| Procter & Gamble Co | 2.0 | ||
| Vertex Pharmaceuticals Inc / Ma | 2.0 | ||
| Visa Inc | 1.7 | ||
| AptarGroup Inc | 1.6 | ||
| TJX Companies Inc /DE/ | 1.4 | ||
| Harris Corp /DE/ | 1.4 | ||
| Zoetis Inc | 1.4 | ||
| Intel Corp | 1.4 | ||
| Abbott Laboratories | 1.3 | ||
| Stryker Corp | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Steris PLC | 1.0 | ||
| Wisconsin Energy Corp | 1.0 | ||
| Becton Dickinson & Co | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 32.2 |
| (b) Individuals (high net worth individuals) | 49 | 125.5 |
| (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 | 2 | 10.0 |
| (h) Charitable organizations | 2 | 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 | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 169.2 |
| By Discretionary | ||
| Discretionary | 315 | 166.8 |
| Non-Discretionary | 1 | 2.4 |
| Total | 316 | 169.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.2 | |
| Total | 316 | 169.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001453526] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail, Research |
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|---|---|---|
|
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|
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