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PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
CRD 146928File 801-69044
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.2M
Bottom 25% of cohort (national)
Discretionary AUM
$166.8M
Non-discretionary $2.4M
Clients
141
316 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 28, 2008
- Principal office
- Not reported
- Phone
- 216-292-5700
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.2M
- Discretionary AUM
- $166.8M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 315
- Non-discretionary accounts
- 1
- Total accounts
- 316
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.4M |
| Charitable organizations | 2 | $161K |
| High net worth individuals | 49 | $125.5M |
| Pension and profit sharing plans | 2 | $10.0M |
| Individuals (other than high net worth individuals) | 86 | $32.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.