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⚲
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| SFE Investment Counsel Inc
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|
|---|---|
| CRD # | 145530 |
| SEC # | 801-68580 |
| CIK # | 0001317784 |
| AUM | $748.4 M (2025-12-03) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 213-612-0220 |
| Address | 801 S Figueroa Street Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.8 | ||
| Apple Inc | 22.0 | ||
| Microsoft Corp | 21.2 | ||
| Oneok Inc /New/ | 18.5 | ||
| Broadcom Inc | 17.9 | ||
| J P Morgan Chase & Co | 17.5 | ||
| Amazon Com Inc | 16.6 | ||
| FPL Group Inc | 16.2 | ||
| Palo Alto Networks Inc | 13.6 | ||
| Alphabet Inc | 13.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SFE Alternative Investment Fund II LLC | 2012-12-10 | 0.6 | |
| PE | SFE Alternative Investment Fund I LLC | 2012-12-10 | 0.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 684 | 196.9 |
| (b) Individuals (high net worth individuals) | 193 | 465.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 70.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.1 |
| (n) Other | 2 | 6.2 |
| Total | 902 | 748.4 |
| By Discretionary | ||
| Discretionary | 868 | 728.3 |
| Non-Discretionary | 34 | 20.1 |
| Total | 902 | 748.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 743.9 | |
| Total | 902 | 748.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001317784] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Huntleigh Advisors Inc
✚
|
MO | 0.8 |
|
Goalvest Advisory LLC
✚
|
NY | 0.8 |
|
Blue Zone Wealth Advisors LLC
✚
|
CA | 0.8 |
|
Harvest Investment Services LLC
✚
|
IL | 0.8 |
|
Doliver Advisors LP
✚
|
TX | 0.7 |
|
Morangie Management LLC
✚
|
FL | 0.7 |
|
Harbour Capital Advisors LLC
✚
|
VA | 0.7 |
|
Integra Global Advisors LLC
✚
|
CT | 0.7 |
|
McNally Advisors LLC
✚
|
IL | 0.7 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.7 |