SFAM LLC

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Assets, Funds, Holdings

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SFAM LLC
CRD #145026
SEC #801-68317
CIK #0001713286
AUM 896.5 M (2026-03-27)
Employees 6 (67% Investors, 0% Brokers)
Phone630-941-8560
Address589 S York Street
Elmhurst, IL 60126
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.02005201220192027
Sector Form 13F Holdings Value ($M)
Apple Inc 1.2
Lilly Eli & Co 0.7
Microsoft Corp 0.6
Alphabet Inc 0.5
Amphenol Corp /DE/ 0.4
Visa Inc 0.3
Costco Wholesale Corp /NEW 0.3
J P Morgan Chase & Co 0.3
Alphabet Inc 0.3
 
 
Holdings by Sector ($M)
1108866442202025202520262027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 203 0.1
(b) Individuals (high net worth individuals) 50 0.1
(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 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 7 0.0
(i) State or municipal government entities 239 0.7
(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 0 0.0
(n) Other 15 0.0
Total 961 0.9
By Discretionary
Discretionary 961 0.9
Non-Discretionary 0 0.0
Total 961 0.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.9
Total 961 0.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001713286]
Firm Profile (Form ADV)
Discretionary AUM$1.4B
ServesInstitutional, Retail
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