INVERNESS COUNSEL, LLC
CRD #106520 SEC #801-40161 NEW YORK, NY 212-207-2100
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$3.8B
Employees
28
Clients
251
Accounts
1,037
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $4.5B | $3.8B | $629.5M | 28 | 3 |
| Feb 2023 | $4.5B | $3.8B | $629.5M | 28 | 3 |
| Oct 2022 | $4.5B | $3.8B | $629.5M | 28 | 3 |
| Mar 2022 | $4.5B | $3.8B | $629.5M | 28 | 3 |
| Mar 2021 | $3.9B | $3.2B | $621.4M | 34 | 3 |
| Jan 2021 | $3.5B | $3B | $532.4M | 36 | 3 |
| Jan 2021 | $3.5B | $3B | $532.4M | 36 | 3 |
| Jun 2020 | $3.5B | $3B | $532.4M | 36 | 3 |
| Mar 2020 | $3.5B | $3B | $532.4M | 36 | 3 |
| Mar 2019 | $3B | $2.5B | $435.8M | 32 | 3 |
| Mar 2018 | $2.9B | $2.5B | $444.5M | 32 | 3 |
| Dec 2017 | $2.7B | $2.3B | $382.9M | 32 | 3 |
| Mar 2017 | $2.7B | $2.3B | $382.9M | 32 | 400 |
| Mar 2016 | $2.6B | $2.6B | $10.6M | 32 | 400 |
| Mar 2015 | $2.6B | $2.6B | $14.1M | 31 | 400 |
| Mar 2014 | $2.5B | $2.5B | $15.2M | 30 | 900 |
| Feb 2014 | $2.5B | $2.5B | $15.2M | 30 | 900 |
| Apr 2013 | $2.2B | $2.2B | $68.2M | 32 | 1,200 |
| Mar 2012 | $2B | $1.9B | $67.6M | 11 | 1,200 |
| Mar 2012 | $2B | $1.9B | $67.6M | 11 | 1,200 |
| Jan 2012 | $2B | $1.9B | $67.6M | 11 | 1,200 |
| Mar 2011 | $1.9B | $1.9B | $72.1M | -- | -- |
| Jan 2011 | $2.2B | $1.8B | $443.3M | -- | -- |
| Dec 2010 | $2.2B | $1.8B | $443.3M | -- | -- |
| Jul 2010 | $2.2B | $1.8B | $443.3M | -- | -- |
| Jul 2010 | $2.2B | $1.8B | $443.3M | -- | -- |
| Mar 2010 | $2.2B | $1.8B | $443.3M | -- | -- |
| Mar 2008 | $2.5B | $2B | $502.8M | -- | -- |
| Oct 2007 | $2.8B | $2.3B | $568.8M | -- | -- |
| Mar 2007 | $2.8B | $2.3B | $568.8M | -- | -- |
| Dec 2006 | $2.4B | $2B | $418.9M | -- | -- |
| Jan 2006 | $2.2B | $1.9B | $316.3M | -- | -- |
| Jan 2005 | $2.1B | $1.2B | $832.9M | -- | -- |
| Mar 2004 | $2.1B | $1.2B | $832.9M | -- | -- |
| Apr 2002 | $2.5B | $1.5B | $966.9M | -- | -- |
DateMar 2023
Total AUM$4.5B
Discretionary$3.8B
Non-Disc.$629.5M
Employees28
Clients3
DateFeb 2023
Total AUM$4.5B
Discretionary$3.8B
Non-Disc.$629.5M
Employees28
Clients3
DateOct 2022
Total AUM$4.5B
Discretionary$3.8B
Non-Disc.$629.5M
Employees28
Clients3
DateMar 2022
Total AUM$4.5B
Discretionary$3.8B
Non-Disc.$629.5M
Employees28
Clients3
DateMar 2021
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$621.4M
Employees34
Clients3
DateJan 2021
Total AUM$3.5B
Discretionary$3B
Non-Disc.$532.4M
Employees36
Clients3
DateJan 2021
Total AUM$3.5B
Discretionary$3B
Non-Disc.$532.4M
Employees36
Clients3
DateJun 2020
Total AUM$3.5B
Discretionary$3B
Non-Disc.$532.4M
Employees36
Clients3
DateMar 2020
Total AUM$3.5B
Discretionary$3B
Non-Disc.$532.4M
Employees36
Clients3
DateMar 2019
Total AUM$3B
Discretionary$2.5B
Non-Disc.$435.8M
Employees32
Clients3
DateMar 2018
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$444.5M
Employees32
Clients3
DateDec 2017
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$382.9M
Employees32
Clients3
DateMar 2017
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$382.9M
Employees32
Clients400
DateMar 2016
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$10.6M
Employees32
Clients400
DateMar 2015
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$14.1M
Employees31
Clients400
DateMar 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.2M
Employees30
Clients900
DateFeb 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$15.2M
Employees30
Clients900
DateApr 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$68.2M
Employees32
Clients1,200
DateMar 2012
Total AUM$2B
Discretionary$1.9B
Non-Disc.$67.6M
Employees11
Clients1,200
DateMar 2012
Total AUM$2B
Discretionary$1.9B
Non-Disc.$67.6M
Employees11
Clients1,200
DateJan 2012
Total AUM$2B
Discretionary$1.9B
Non-Disc.$67.6M
Employees11
Clients1,200
DateMar 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$72.1M
Employees--
Clients--
DateJan 2011
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$443.3M
Employees--
Clients--
DateDec 2010
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$443.3M
Employees--
Clients--
DateJul 2010
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$443.3M
Employees--
Clients--
DateJul 2010
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$443.3M
Employees--
Clients--
DateMar 2010
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$443.3M
Employees--
Clients--
DateMar 2008
Total AUM$2.5B
Discretionary$2B
Non-Disc.$502.8M
Employees--
Clients--
DateOct 2007
Total AUM$2.8B
Discretionary$2.3B
Non-Disc.$568.8M
Employees--
Clients--
DateMar 2007
Total AUM$2.8B
Discretionary$2.3B
Non-Disc.$568.8M
Employees--
Clients--
DateDec 2006
Total AUM$2.4B
Discretionary$2B
Non-Disc.$418.9M
Employees--
Clients--
DateJan 2006
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$316.3M
Employees--
Clients--
DateJan 2005
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$832.9M
Employees--
Clients--
DateMar 2004
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$832.9M
Employees--
Clients--
DateApr 2002
Total AUM$2.5B
Discretionary$1.5B
Non-Disc.$966.9M
Employees--
Clients--