Samalin Investment Counsel, LLC
● SEC registered since 2007CRD 142214SEC# 801-67465Chappaqua, NY
Reg. AUM
$490.5M
Employees
13
Accounts
1,289
Location
Chappaqua, NY
Samalin Investment Counsel, LLC assets under management
Samalin Investment Counsel, LLC operates as an SEC-registered investment adviser based in Chappaqua, NY. The firm has been registered since 2007. It reports $490.5 million in regulatory assets under management and employs 13 people.
Samalin Investment Counsel, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Evan Samalin Control | Managing Member & Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Samalin Investment Counsel, LLC manage?
Samalin Investment Counsel, LLC reports $490.5 million in regulatory assets under management on its Form ADV.
How many employees does Samalin Investment Counsel, LLC have?
Samalin Investment Counsel, LLC reports 13 employees.
Where is Samalin Investment Counsel, LLC located?
Samalin Investment Counsel, LLC is based in Chappaqua, NY and has been SEC-registered since 2007.
Does Samalin Investment Counsel, LLC disclose fund performance?
Samalin Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 297 King Street, Chappaqua, NY 10514 |
| Phone | 914-666-6600 |
| Fax | 914-666-6602 |
| Office hours | 8:30-5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1544366 |
| Discloses disciplinary history | No |
Regulatory AUM
$490.5M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$490.5Mregulatory AUM
Discretionary $445.3MNon-discretionary $45.3M