Laurus Investment Counsel Inc

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Assets, Funds, Holdings

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Laurus Investment Counsel Inc
CRD #317604
SEC #801-122919
CIK #0001869316
AUM $413.9 MM (2024-03-27)
Employees 9 (56% Investors, 0% Brokers)
Phone844-430-5501
Address120 Adelaide Street West
Toronto, Canada
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
70056042028014002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
PTC 12,445.1 24.9
SPGI 113,084.7 21.3
CRL 11,050.1 20.3
ASGN 4,454.4 19.2
JKHY 13,144.3 16.1
TRU 15,295.8 14.5
GWRE 6,240.1 14.4
DV 3,641.2 12.5
ALGN 19,064.6 10.6
CSWI 1,585.6 6.2
View All
Holdings by Sector ($MM)
4003202401608002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 11 22.5
(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 3 111.7
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 3 252.2
(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 7 27.5
(n) Other 0 0.0
Total 24 413.9
By Discretionary
Discretionary 24 413.9
Non-Discretionary 0 0.0
Total 24 413.9
By Non-United States Persons
Non-United States Persons 407.5
United States Persons 6.4
Total 24 413.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001869316]
Comparable Firms State AUM ($BB)
Harbour Investment Management LLC
WA 0.4
Premier Wealth Advisors LLC
CA 0.4
FSA Wealth Management LLC
MA 0.4
Monarch Capital Management Inc
IN 0.4
Bridge Creek Capital Management LLC
MA 0.4
Marion Wealth Management LLC
PA 0.4
The Oak Ridge Financial Services Group Inc
MN 0.4
Herold Advisors Inc
NY 0.4
Legacy Wealth Asset Management LLC
MN 0.4
Prudeo Partners LLC
SC 0.4
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