PRIVATE HARBOUR Overview
Private Harbour Investment Management & Counsel Llc is an investment advisor that manages 266.8 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/10 to 09/30/21. The fund's latest filing disclosed 114MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 09/30/21. The fund's latest filing disclosed 114MM in positions, representing 43% of the manager's regulatory AUM.
PRIVATE HARBOUR StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PRIVATE HARBOUR Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IAU | 7.15% | ETF | 6.26% | 0.2% | 0 | 9% | ||
| VCSH | 6.63% | ETF | -0.61% | -0.26% | 0 | 7% | ||
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FEATURED IN
PRIVATE HARBOUR Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James A. Blue | Managing Member - Ceo - Cco | March-2015 |
| Mary Anne Vilyus | Compliance Associate | March-2015 |
| Geofrey J. Greenleaf | Member - Chairman | March-2015 |
PRIVATE HARBOUR Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PRIVATE HARBOUR Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ................................ 8
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PRIVATE HARBOUR Portfolio Concentration
PRIVATE HARBOUR Location
29525 CHAGRIN BOULEVARD, STE. 110
PEPPER PIKE, Ohio
UNITED STATES, 44122-4601
PEPPER PIKE, Ohio
UNITED STATES, 44122-4601
PRIVATE HARBOUR Contact Information
Phone Number: 216-292-5700
Fax Number: 216-292-5719
Website: http://www.privateharbour.com
Fax Number: 216-292-5719
Website: http://www.privateharbour.com
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