Private Harbour Investment Management & Counsel LLC
Private Harbour Investment Management & Counsel LLC is an SEC-registered wealth manager with $169.2M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Private Harbour Investment Management & Counsel LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146928, SEC 801-69044, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $169.2M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 141
- CRD
- 146928
- Ownership
- VILYUS, MARY ANNE; GREENLEAF, GEOFREY, JOHN; BLUE, JAMES, ALAN
How much AUM does Private Harbour Investment Management & Counsel LLC have?
Private Harbour Investment Management & Counsel LLC reported $169.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Private Harbour Investment Management & Counsel LLC?
Disclosed owners and executives of Private Harbour Investment Management & Counsel LLC include VILYUS, MARY ANNE, GREENLEAF, GEOFREY, JOHN, BLUE, JAMES, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.