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| Happy Holidays!! thanks for using AUM13F!! |
| Samalin Investment Counsel LLC
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| CRD # | 142214 |
| SEC # | 801-67465 |
| CIK # | 0001544366 |
| AUM | $420.6 M (2025-03-18) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 914-666-6600 |
| Address | 297 King Street Chappaqua, NY 10514 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Microsoft Corp | 5.7 | ||
| Nvidia Corp | 5.5 | ||
| MERK Gold Trust | 5.4 | ||
| SPDR Gold Trust | 3.2 | ||
| MPLX LP | 2.7 | ||
| Eaton Corp Ltd | 2.7 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Facebook Inc | 2.4 | ||
| Enterprise Products Partners L P | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 110.3 |
| (b) Individuals (high net worth individuals) | 107 | 301.6 |
| (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 | 0 | 3.6 |
| (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 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,220 | 420.6 |
| By Discretionary | ||
| Discretionary | 1,162 | 378.6 |
| Non-Discretionary | 58 | 42.0 |
| Total | 1,220 | 420.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 419.8 | |
| Total | 1,220 | 420.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001544366] | |
| D | [0001544366] |
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