SFE Investment Counsel Inc

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Assets, Funds, Holdings

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CAFR Data
SFE Investment Counsel Inc
CRD #145530
SEC #801-68580
CIK #1317784
AUM $303.4 MM (93% Disc, 99% US, 2020-02-20)
Employees10 (70% Investors, 0% Brokers)
Phone213-612-0220
Address801 S Figueroa Street, Ste 2100
Los Angeles, CA 90017
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3302641981326602005201020152021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 7.3
ABT 158,280.0 7.1
ABBV 159,860.0 7.0
BSJJ 6.9
BSJK 6.7
QCOM 87,770.0 6.6
LOW 93,300.0 6.0
BSJL 5.5
BDX 67,290.0 5.1
OKE 15,570.0 4.5
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE SFE Alternative Investment Fund II LLC 3.7
PE SFE Alternative Investment Fund I LLC 5.8
View All
Comparable Firms State AUM ($BB)
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McNally Advisors LLC
IL 0.3
LBJ Family Wealth Advisors Ltd
TX 0.3
Huntleigh Advisors Inc
MO 0.3
Your Advocates Ltd LLP
TX 0.3
Weik Capital Management Inc
PA 0.3
Saxony Capital Management LLC
MO 0.3
Monogram Capital Management LP
CA 0.3
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