Investment adviser · CRD 109001
CAPITAL COUNSEL LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $2.87B Form ADV · Item 5.F
- Client accounts
- 785 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 199 | $2,242,441,927 | 78.0% |
| Pooled investment vehicles | 3 | $404,281,069 | 14.1% |
| Charities | 7 | $204,557,874 | 7.1% |
| Retirement plans | Fewer than 5 | $15,490,626 | 0.5% |
| Individuals | 15 | $7,681,706 | 0.3% |
Filing source
Form ADV 2057073 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BELLE MEADE ASSOCIATES NY, L.P.Other Private Fund · Last reported Mar 31, 2026$161MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
BANK OF NEW YORK MELLON, NATIONAL ASSOCIATION
LEI 4EP6JBYBTPTQ47LZOB67
Fund details & source
- Fund ID
- 805-2484746961
- Reported beneficial owners
- 48
- Minimum commitment
- $100K
- Form D file number
- 021-94394
Form ADV 2057073 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BELLE MEADE ASSOCIATES, L.P.Other Private Fund · Last reported Mar 31, 2026$130MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
BANK OF NEW YORK MELLON, NATIONAL ASSOCIATION
LEI 4EP6JBYBTPTQ47LZOB67
Fund details & source
- Fund ID
- 805-6602983181
- Reported beneficial owners
- 42
- Minimum commitment
- $100K
- Form D file number
- 021-128985
Form ADV 2057073 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BELLE MEADE ASSOCIATES NT, L.P.Other Private Fund · Last reported Mar 31, 2026$113MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
BANK OF NEW YORK MELLON, NATIONAL ASSOCIATION
LEI 4EP6JBYBTPTQ47LZOB67
Fund details & source
- Fund ID
- 805-5043644449
- Reported beneficial owners
- 80
- Minimum commitment
- $100K
- Form D file number
- 021-75149
Form ADV 2057073 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
527 MADISON AVE., 19TH FLOORNEW YORK, NY, 10022, United States
CRD 109001
Filing source
Form ADV 2057073 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.