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Private company

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

American company, incorporated in North Carolina. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersNC1

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Corporate structure

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. sits at the top of its group. 2 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

  • Howard Joseph Leonard Owns 10% to 25% of Stewardship Partners Investment Counsel, Inc., since 08/2000 (Form ADV)
  • Carol Leonard Owns 10% to 25% of Stewardship Partners Investment Counsel, Inc., since 08/2000 (Form ADV)
  • Mark Andrew Long Owns 10% to 25% of Stewardship Partners Investment Counsel, Inc., since 12/2004 (Form ADV)
  • Timothy Paul Burns Owns 5% to 10% of Stewardship Partners Investment Counsel, Inc., since 06/2005 (Form ADV)
  • Simon Y. Loo Owns 10% to 25% of Stewardship Partners Investment Counsel, Inc., since 12/2004 (Form ADV)
  • Stephen Mark duBarry Owns 25% to 50% of Stewardship Partners Investment Counsel, Inc., since 10/2016 (Form ADV)
  • Natalie Anne duBarry Owns 25% to 50% of Stewardship Partners Investment Counsel, Inc., since 12/2017 (Form ADV)
  • Jane Edith Burns Owns 5% to 10% of Stewardship Partners Investment Counsel, Inc., since 06/2005 (Form ADV)
  • Heather Long Owns 10% to 25% of Stewardship Partners Investment Counsel, Inc., since 12/2004 (Form ADV)
  • Helen Marie-Anne Loo Owns 10% to 25% of Stewardship Partners Investment Counsel, Inc., since 10/2007 (Form ADV)

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$73.2M2 325 accounts, all with discretion
  • Employees4 3 in investment advice or research
  • ClientsHigh net worth individuals: 12 ($45.8M); Individuals (other than high net worth individuals): 130 ($24.4M)
  • How it is paidA percentage of assets under its management
  • What it doesFinancial planning services; Portfolio management for individuals and/or small businesses; Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
  • Holds client assetsNo
  • RegistrationSEC 801-62738, CRD 115340 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • Natalie Anne Dubarryowns 25% to 50%, since 12/2017
  • Stephen Mark Dubarryowns 25% to 50%, since 10/2016
  • Carol Leonardowns 10% to 25%, since 08/2000
  • Howard Joseph Leonardowns 10% to 25%, since 08/2000
  • Mark Andrew Longowns 10% to 25%, since 12/2004
  • Simon Y. Looowns 10% to 25%, since 12/2004
  • Heather Longowns 10% to 25%, since 12/2004
  • Helen Marie-Anne Looowns 10% to 25%, since 10/2007
  • Timothy Paul Burnsowns 5% to 10%, since 06/2005
  • Jane Edith Burnsowns 5% to 10%, since 06/2005

Stakes it holds

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Sources

The numbers on this page point here. Each one links to the record it came from.

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