INVERNESS COUNSEL, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	28
Investment Advisory/Research	14
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	10
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	882	$3.8B
Non-Discretionary	155	$629.5M
Total	1,037	$4.5B

Clients

Type	Number	RAUM
Individuals	398	$112.3M
HNW Individuals	528	$2.6B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	12	$795.5M
Charitable organizations	55	$544.1M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	44	$415.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	3
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-40161
SEC ERA File Number	801-40161
SEC CIK Numbers	866361
SEC CRD Numbers	106520
Legal Entity Identifier	None

Principal Office

845 THIRD AVENUE
8TH FLOOR
NEW YORK
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic