SFE Investment Counsel Inc


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
SFE Investment Counsel Inc
CRD #145530
SEC #801-68580
CIK #1317784
AUM $303.4 MM (93% Disc, 99% US, 2020-02-20)
Employees10 (70% Investors, 0% Brokers)
Address801 S Figueroa Street, Ste 2100
Los Angeles, CA 90017
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
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 ($)
Type Private Fund Form D Sold ($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)
Haverford Financial Services Inc
PA 0.3
IIFL Portfolio Managers Limited
Clearpath Capital Partners LLC
CA 0.3
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
Terms of Service | Privacy Policy | User Guide