COUNSEL FIDUCIARY, LLC
SEC file number 801-76735
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$109.5M
Discretionary AUM
$108.5M
Employees
2
Clients
1
Firm
- Address
- Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Calgary Institute of Counselling Inc. Low name-match confidence · CIK 2125867 · A0
- Carnegie Investment Counsel Low name-match confidence · CIK 1511506 · OH
- Counsel Stack, Inc. Low name-match confidence · CIK 2093866 · PA
- General Counsel AI, Inc. Low name-match confidence · CIK 2036281 · CA
- Good Counsel, Inc. Low name-match confidence · CIK 2078451 · NY
- Harvey AI Corp Low name-match confidence · CIK 1974654 · CA
- HelloCounsel Inc Low name-match confidence · CIK 2136064 · DE
- HeyCounsel-MA-0106 Fund I, a series of AngelList Funds 2025, LP Low name-match confidence · CIK 2051859 · WA
- UpCounsel Technologies, Inc. Low name-match confidence · CIK 1870988 · NV
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Harvey AI Corp · D · Sep 11, 2026
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HelloCounsel Inc · D · May 29, 2026$3.1M
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Calgary Institute of Counselling Inc. · D · May 5, 2026$100K
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Harvey AI Corp · D · Apr 6, 2026
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Counsel Stack, Inc. · D · Nov 24, 2025$200K
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General Counsel AI, Inc. · D · Nov 19, 2025$55.6M
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Good Counsel, Inc. · D · Jul 25, 2025$38.4M
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General Counsel AI, Inc. · D/A · May 30, 2025$10M
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Harvey AI Corp · D · Feb 14, 2025$300M
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Carnegie Investment Counsel · D · Feb 12, 2025$13.1M
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HeyCounsel-MA-0106 Fund I, a series of AngelList Funds 2025, LP · D · Jan 23, 2025$135K
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General Counsel AI, Inc. · D · Jan 14, 2025$6M