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| Samalin Investment Counsel LLC
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| CRD # | 142214 |
| SEC # | 801-67465 |
| CIK # | 0001544366 |
| AUM | 490.5 M (2026-06-26) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 914-666-6600 |
| Address | 297 King Street Chappaqua, NY 10514 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.6 | ||
| MERK Gold Trust | 8.0 | ||
| SPDR Gold Trust | 4.8 | ||
| Microsoft Corp | 4.2 | ||
| Bank of America Corp /DE/ | 3.5 | ||
| MPLX LP | 3.3 | ||
| Nvidia Corp | 3.2 | ||
| Enterprise Products Partners L P | 3.0 | ||
| Eaton Corp Ltd | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 121.9 |
| (b) Individuals (high net worth individuals) | 122 | 362.7 |
| (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 | 2 | 4.6 |
| (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 | 3 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,289 | 490.5 |
| By Discretionary | ||
| Discretionary | 1,237 | 445.3 |
| Non-Discretionary | 52 | 45.3 |
| Total | 1,289 | 490.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 489.6 | |
| Total | 1,289 | 490.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001544366] | |
| D | [0001544366] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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