Private Harbour Investment Management & Counsel LLC.
● SEC registered since 2008CRD 146928SEC# 801-69044
Reg. AUM
$169.2M
Employees
1
Accounts
316
Location
—
Private Harbour Investment Management & Counsel LLC. assets under management
Private Harbour Investment Management & Counsel LLC. is an SEC-registered investment adviser. The firm has been registered since 2008. It reports $169.2 million in regulatory assets under management and employs 1 people.
Private Harbour Investment Management & Counsel LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Alan Blue Control | Managing Member - Cco | Over 75% | 2014 |
Frequently asked questions
How much does Private Harbour Investment Management & Counsel LLC. manage?
Private Harbour Investment Management & Counsel LLC. reports $169.2 million in regulatory assets under management on its Form ADV.
How many employees does Private Harbour Investment Management & Counsel LLC. have?
Private Harbour Investment Management & Counsel LLC. reports 1 employees.
Does Private Harbour Investment Management & Counsel LLC. disclose fund performance?
Private Harbour Investment Management & Counsel LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 216-292-5700 |
| Fax | 216-292-5719 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169.2M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$169.2Mregulatory AUM
Discretionary $166.8MNon-discretionary $2.4M