Investment Counselors Of Maryland is an investment advisor in Baltimore with $3.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Investment Counselors Of Maryland Inc
SEC CIK
IRS number
522345054
SEC advisor number
801-60824
FINRA CRD number
116379
AUM ?
$3.18 bn
(as of 30 Mar 21)
Accounts
149
(as of 30 Mar 21)
Employees
13
(7 investment advisory or research)
Address
Investment Counselors Of Maryland
300 EAST LOMBARD STREET
SUITE 810
BALTIMORE
MD 21202
300 EAST LOMBARD STREET
SUITE 810
BALTIMORE
MD 21202
Office hours
Monday - Friday, 8:30A.M.-5:00P.M.
Phone
410-539-3838
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brightsphere Inc. | Shareholder of Old Icm, Inc. | 12/2012 | > 75% |
Icm Management LLC | Owner of the Class a Membership Interest In Investment Counselors of Maryland LLC | 11/2001 | > 75% |
Old Icm, Inc. | Owner of the Class B Membership Interest In Investment Counselors of Maryland, LLC | 11/2001 | > 75% |
Heaphy, William, Vincent | Manager, Principal & Chief Investment Officer | 11/2001 | 5-10% |
Merwitz, Gary, Jason | Manager & Principal | 01/2008 | 5-10% |
Fleming, Matthew, Elliot | Principal | 01/2012 | 5-10% |
Parks, Deborah, Anne | SVP Finance & Administration, Chief Compliance Officer | 10/2012 | < 5% |
Overholt, Joshua, Steven | Principal | 01/2014 | 5-10% |
Brightsphere Investment Group Inc. | Shareholder of Brightsphere Inc. | 12/2018 | > 75% |
Sugarman, Elie, Noah | Manager | 03/2020 | < 5% |
Miller, Craig, Arnold | Principal | 01/2020 | 5-10% |
Shurtleff, James, Frederick | Principal | 01/2020 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jul 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21
SC 13G
Designer Brands Inc.
12 Feb 21
SC 13G
EARTHSTONE ENERGY INC
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
7 Aug 20
13F-HR
Quarterly holdings report by institutional manager
12 May 20
13F-HR
Quarterly holdings report by institutional manager
11 Feb 20
13F-HR
Quarterly holdings report by institutional manager
8 Nov 19