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| Samalin Investment Counsel LLC
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| |
|---|---|
| CRD # | 142214 |
| SEC # | 801-67465 |
| CIK # | 0001544366 |
| AUM | $364.5 MM (2024-08-29) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 914-666-6600 |
| Address | 297 King Street Chappaqua, NY 10514 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.2 | |
| MSFT | 1,918,222.4 | 4.7 | |
| NVDA | 399,550.0 | 4.0 | |
| OUNZ | 3.9 | ||
| LLY | 301,789.7 | 2.7 | |
| MPLX | 29,802.2 | 2.4 | |
| EPD | 54,009.8 | 2.2 | |
| ETN | 51,598.7 | 2.1 | |
| META | 434,852.0 | 1.8 | |
| JPM | 340,169.2 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 102.5 |
| (b) Individuals (high net worth individuals) | 93 | 259.4 |
| (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 | 2.3 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,288 | 364.5 |
| By Discretionary | ||
| Discretionary | 1,234 | 327.0 |
| Non-Discretionary | 54 | 37.6 |
| Total | 1,288 | 364.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 363.8 | |
| Total | 1,288 | 364.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001544366] | |
| D | [0001544366] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
McCarthy Asset Management Inc
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|
CA | 0.4 |
|
Johnson & White Wealth Management LLC
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|
PA | 0.4 |
|
Borer Denton & Associates Inc
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|
PA | 0.4 |
|
Montgomery Investment Management Inc
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|
MD | 0.4 |
|
Garner Asset Management Corporation
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|
TX | 0.4 |
|
Access Investment Management LLC
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|
GA | 0.4 |
|
Stuart Chausse & Associates Inc
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|
CA | 0.4 |
|
Juncture Asset Management LLC
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|
AZ | 0.4 |
|
Noble Family Wealth LLC
✚
|
FL | 0.4 |