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 12/31/20. The fund's latest filing disclosed 101MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/10 to 12/31/20. The fund's latest filing disclosed 101MM in positions, representing 38% of the manager's regulatory AUM.
PRIVATE HARBOUR StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
PRIVATE HARBOUR Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCSH | 7.79% | ETF | -0.31% | -0.36% | 0 | 8% | ||
| MSFT | 5.5% | Tech | 16.94% | 0.34% | 0 | 50% | ||
|
Unlock Positions and Returns Details |
||||||||
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
Item 9 - ...
Unlock Full Investment Process Description
Item 9 - ...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here