Key facts
- SAMALIN WEALTH is a other based in CHAPPAQUA, NY.
- SAMALIN WEALTH has 1 fund on record, raising $750K across the 1 that report a size.
- SAMALIN WEALTH reports $937K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 142214- Regulatory AUM
- $937K
- Private fund assets
- —
- Private funds
- —
- Staff
- 13
- Registered office
- CHAPPAQUA, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SAMALIN INVESTMENT COUNSEL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SAMALIN WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Samalin Investment Counsel, LLC2012$750K
$750K raised across the 1 fund that report a size
Frequently asked
- What is SAMALIN WEALTH's AUM?
- SAMALIN WEALTH manages approximately $937K in assets.