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Adviser Profile

As of Date 04/15/2026
Registration SEC, Approved, 08/24/2006
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 236,775,276 11%
of that, discretionary 236,775,276 11%
Number of Employees 10 -9%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 1,106,427 3%
% High Net Worth 93.93% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

794M 681M 567M 454M 340M 227M 113M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser R.H. DINEL INVESTMENT COUNSEL,INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM153.5m #Funds-
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker907818108 Stock NameUNION PAC CORP $ Position$6,793,360 % Position5.00% $ Change204952.00% # Change174900.00%
Stck Ticker74762E102 Stock NameQUANTA SVCS INC $ Position$3,843,529 % Position3.00% $ Change58.00% # Change-59.00%
Stck Ticker74349Y753 Stock NamePROSHARES TR $ Position$2,361,332 % Position2.00% $ Change # Change
Stck Ticker58733R102 Stock NameMERCADOLIBRE INC $ Position$2,207,958 % Position2.00% $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$2,350,096 % Position2.00% $ Change361453.00% # Change185100.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$2,213,049 % Position2.00% $ Change340369.00% # Change174300.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$1,198,000 % Position1.00% $ Change # Change
Stck Ticker293792107 Stock NameENTERPRISE PRODS PARTNERS L $ Position$1,435,650 % Position1.00% $ Change # Change
Stck Ticker446413106 Stock NameHUNTINGTON INGALLS INDS INC $ Position$718,011 % Position1.00% $ Change # Change
Stck Ticker446413106 Stock NameHUNTINGTON INGALLS INDS INC $ Position$718,011 % Position1.00% $ Change # Change

Brochure Summary