PPrivate Fund Data Log in Join · $37/mo

Pine Haven Investment Counsel, Inc.

● SEC registered since 2010CRD 129365SEC# 801-71502
Export (members)
Reg. AUM
$170M
Employees
3
Accounts
297
Location
—

Pine Haven Investment Counsel, Inc. assets under management

Pine Haven Investment Counsel, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2010. It reports $170 million in regulatory assets under management and employs 3 people.
pinehaveninv.comView on SEC.gov ↗

Pine Haven Investment Counsel, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paige Johnson Roth ControlPresident, Chief Executive Officer And Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Pine Haven Investment Counsel, Inc. manage?

Pine Haven Investment Counsel, Inc. reports $170 million in regulatory assets under management on its Form ADV.

How many employees does Pine Haven Investment Counsel, Inc. have?

Pine Haven Investment Counsel, Inc. reports 3 employees.

Does Pine Haven Investment Counsel, Inc. disclose fund performance?

Pine Haven Investment Counsel, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(508) 993-0336
Fax(888)764-6760
Office hours9:00 a.m. - 3:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1899753
Discloses disciplinary historyNo

Assets under management

Discretionary$157.8M
Non-discretionary$12.1M
Total (RAUM)$170M