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| SFE Investment Counsel Inc
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| CRD # | 145530 |
| SEC # | 801-68580 |
| CIK # | 0001317784 |
| AUM | $581.6 M (2025-07-07) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 213-612-0220 |
| Address | 801 S Figueroa Street Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001317784 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 26.6 | ||
| Nvidia Corp | 22.5 | ||
| J P Morgan Chase & Co | 18.6 | ||
| Apple Inc | 18.3 | ||
| Amazon Com Inc | 17.8 | ||
| Broadcom Inc | 16.6 | ||
| Palo Alto Networks Inc | 15.5 | ||
| Qualcomm Inc/DE | 15.1 | ||
| Oneok Inc /New/ | 13.4 | ||
| FPL Group Inc | 12.4 | ||
| Lowes Companies Inc | 11.9 | ||
| First Solar Inc | 11.6 | ||
| Abbott Laboratories | 10.9 | ||
| Costco Wholesale Corp /NEW | 10.5 | ||
| US Bancorp de | 10.5 | ||
| International Business Machines Corp | 10.3 | ||
| Alphabet Inc | 9.8 | ||
| Laboratory Corp of America Holdings | 8.4 | ||
| United Rentals Inc /DE | 8.3 | ||
| Cummins Inc | 8.0 | ||
| Cliffs Natural Resources Inc | 8.0 | ||
| Prudential Financial Inc | 7.9 | ||
| Alphabet Inc | 7.3 | ||
| Quintiles Transnational Holdings Inc | 6.9 | ||
| Harris Corp /DE/ | 6.7 | ||
| Blackstone Group LP | 6.6 | ||
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| Type | Form D Funds | Date | Sold ($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) | 724 | 162.1 |
| (b) Individuals (high net worth individuals) | 138 | 332.3 |
| (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 | 10 | 61.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 12.4 |
| (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 | 2 | 7.9 |
| (n) Other | 2 | 5.9 |
| Total | 772 | 581.6 |
| By Discretionary | ||
| Discretionary | 731 | 550.1 |
| Non-Discretionary | 41 | 31.5 |
| Total | 772 | 581.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 575.8 | |
| Total | 772 | 581.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317784] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goalvest Advisory LLC
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NY | 0.6 |
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Huntleigh Advisors Inc
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MO | 0.6 |
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Stone Temple Partners LLC
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CT | 0.6 |
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Doliver Advisors LP
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TX | 0.6 |
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Trinity Financial Advisors LLC
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OH | 0.6 |
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Morangie Management LLC
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FL | 0.6 |
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Woodward Diversified Capital LLC
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CA | 0.6 |
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Blue Zone Wealth Advisors LLC
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CA | 0.6 |
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Integra Global Advisors LLC
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CT | 0.6 |
|
Granite Harbor Advisors Inc
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|
TX | 0.6 |