SACHEM INVESTMENT COUNSEL LLC
Adviser information for SACHEM INVESTMENT COUNSEL LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 16 | $150.9M |
| Non-Discretionary | 2 | $13.8M |
| Total | 18 | $164.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $25.2M |
| HNW Individuals | <5 | $122.1M |
| 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 | <5 | $13.8M |
| Charitable organizations | <5 | $1.3M |
| 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 | <5 | $2.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-79090 |
|---|---|
| SEC ERA File Number | 801-79090 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169332 |
| Legal Entity Identifier | None |
Principal Office
8 RUE GRIMALDI WAYHENDERSON
NV
United States
Monday - Friday, 0700-1700
Tel: (440) 725-2807, Fax: None
Chief Compliance Officer
BYRON ANDERSON
8 RUE GRIMALDI WAY
HENDERSON
NV
United States
Tel:
4407252807
N*********@******M
(Full email address available in API data)
Regulatory Contact
MATTHEW FORNSHELL
ATTORNEY
250 WEST STREET
COLUMBUS
OH
United States
Tel:
614-462-1061
Fax:
614-222-3692
M****************@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, BYRON, WILLIAM | Individual | – | CEO/CCO | 12/2013 | > 75% |