Private Harbour Investment Management & Counsel LLC. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 27, 2026, reports $169M in regulatory assets under management, 1 employee, and 316 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.0% of total clients.
Top client categories% of clientsClients
1
Individuals
61.0%
86
2
HNWI
34.8%
49
3
Pension Plans
1.4%
2
4
Charitable
1.4%
2
5
Corporations
1.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of March 27, 2026
Discretionary98.6%
$167M
99% of total RAUM98.6%
Non-discretionary1.4%
$2M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$169M
Total Accounts316
10Y AUM Change$-30M (-15.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee141:1
10Y Employee Change-4 (-80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.