Samalin Investment Counsel is a Other Investment Fund in New York, that has raised $750.00 k from 5 investors, with a minimum investment of $50.00 k, for a fund started in Feb 2012. Data from SEC filing on 8 Mar 2012.
Company profile
Website
Employees
Incorporated
Location
Industry
SEC CIK
IRS number
208824391
SEC advisor number
801-67465
FINRA CRD number
142214
AUM ?
$301.40 mm
(as of 22 May 23)
Accounts
1,125
(as of 22 May 23)
Employees
12
(8 investment advisory or research)
Address
Samalin Investment Counsel
297 KING STREET
CHAPPAQUA
NY 10514
297 KING STREET
CHAPPAQUA
NY 10514
Office hours
Monday - Friday, 8:30-5:00
Phone
914 666-6600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Samalin, Andrew, Evan | Managing Member | 04/2007 | > 75% |
Mckee, Maria, Jolanta | Chief Compliance Officer | 09/2015 | < 5% |
Wheeler, Yvette | Operations Manager | 04/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Oct 22