Samalin Investment Counsel, LLC has filed its latest 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial as it offers insights into the firm’s portfolio management strategies and investment trends.

Samalin Investment Counsel, LLC is an asset management firm based in Chappaqua, New York. The company specializes in providing investment counsel and portfolio management services, catering to a range of institutional clients. The firm operates under the Central Index Key (CIK) number 0001544366.

The recent filing, accession number 0002085853-26-001286, was submitted on October 23, 2026. The report covers the period ending September 30, 2026, and includes details about the firm’s investment holdings. However, specific details about the assets or changes in the portfolio were not available in the SEC filing.

This update may impact various stakeholders, including investors and analysts who track institutional investment trends. The asset management sector is known for its competitive landscape, and firms like Samalin Investment Counsel are constantly adapting to market conditions.

What’s next for Samalin Investment Counsel remains unclear, as the filing does not specify any forthcoming actions or additional disclosures.

Filing Details

The 13F-HR filing by Samalin Investment Counsel, LLC includes information regarding its holdings as of September 30, 2026, and was accepted by the SEC on the same day, October 23, 2026. The filing consists of two documents, which can be accessed in various formats including HTML and XML. The complete submission text file is also available for review.

Company Information

Samalin Investment Counsel, LLC is incorporated in Delaware and has an Employer Identification Number (EIN) of 208824391. The firm is located at 297 King Street, Chappaqua, NY 10514, and can be contacted at 914-666-6600. This information is essential for stakeholders seeking to understand the firm’s operational background.

Additional Insights

While the filing provides a snapshot of the firm's investment holdings, it does not disclose specific asset details or any changes in the portfolio compared to previous filings. This lack of information may leave investors and analysts wanting more clarity regarding the firm’s strategic decisions and market positioning.