Investment adviser · CRD 106520

INVERNESS COUNSEL, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 1, 2023

Regulatory AUM: $4.47B
Client accounts: 1,037
Employees: 28
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	528	$2,601,629,199	58.2%
Retirement plans	12	$795,524,319	17.8%
Charities	55	$544,053,936	12.2%
Corporations & businesses	44	$415,405,452	9.3%
Individuals	398	$112,338,816	2.5%

Filing source

Form ADV 1721915 · Mar 1, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 1, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

845 THIRD AVENUE, 8TH FLOOR
NEW YORK, NY, 10022-6601, United States

CRD 106520

Filing source

Form ADV 1721915 · Mar 1, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.