Investment adviser · CRD 116379
INVESTMENT COUNSELORS OF MARYLAND
Investment adviser filing (IA)
INVESTMENT COUNSELORS OF MARYLAND LLC
BALTIMORE, MD, United States · Form ADV filed Mar 30, 2021
- Regulatory AUM
- $3.18B Form ADV · Item 5.F
- Client accounts
- 149 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $1,630,546,689 | 51.2% |
| Government entities | Fewer than 5 | $1,002,065,548 | 31.5% |
| Retirement plans | 6 | $442,065,697 | 13.9% |
| High-net-worth individuals | 134 | $54,236,334 | 1.7% |
| Pooled investment vehicles | 1 | $36,977,555 | 1.2% |
| Charities | Fewer than 5 | $8,996,656 | 0.3% |
| Corporations & businesses | Fewer than 5 | $8,843,784 | 0.3% |
Filing source
Form ADV 1523379 · Mar 30, 2021 · 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 fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2021. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
300 EAST LOMBARD STREET, SUITE 810BALTIMORE, MD, 21202, United States
CRD 116379
Filing source
Form ADV 1523379 · Mar 30, 2021 · 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.