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
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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 | ||
---|---|---|---|---|---|---|---|---|
VCSH | 7.79% | ETF | -0.31% | -0.36% | 0 | 8% | ||
MSFT | 5.5% | Tech | 16.94% | 0.34% | 0 | 50% | ||
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PRIVATE HARBOUR Founders and Key Employees
Name | Title | In Position Since |
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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 |
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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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