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| Happy Holidays!! thanks for using AUM13F!! |
| GFI Investment Counsel Ltd
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| CRD # | 332720 |
| SEC # | 801-131626 |
| CIK # | 0001688774 |
| AUM | $1.6 B (2025-03-05) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 416-488-8825 |
| Address | 45 St Clair Avenue West, Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 92.4 | ||
| VISA Inc | 88.1 | ||
| Moodys Corp /DE/ | 80.8 | ||
| Roper Industries Inc | 79.4 | ||
| Hilton Worldwide Holdings Inc | 73.3 | ||
| MSCI Inc | 68.4 | ||
| American Express Co | 65.6 | ||
| Sherwin Williams Co | 65.0 | ||
| Equifax Inc | 64.7 | ||
| Ferguson Enterprises Inc /DE/ | 63.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 512 | 119.2 |
| (b) Individuals (high net worth individuals) | 215 | 512.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 139.1 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 5 | 20.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 282 | 829.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,471 | 1,621.1 |
| By Discretionary | ||
| Discretionary | 5,467 | 1,486.6 |
| Non-Discretionary | 4 | 134.5 |
| Total | 5,471 | 1,621.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,600.0 | |
| United States Persons | 21.1 | |
| Total | 5,471 | 1,621.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001688774] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mosaic Family Wealth Partners LLC
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|
MO | 1.6 |
|
Aveo Capital Partners LLC
✚
|
CO | 1.6 |
|
Althum Advisors LLC
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FL | 1.6 |
|
Linden Thomas Advisory Services LLC
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|
NC | 1.6 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.6 |
|
PFG Investments LLC
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|
NY | 1.6 |
|
Keebeck Partners LLC
✚
|
IL | 1.6 |
|
Ranger Investment Management LP
✚
|
TX | 1.6 |
|
Azzad Asset Management Inc
✚
|
VA | 1.6 |
|
Artemis Wealth Advisors LLC
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|
NY | 1.6 |