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| SJS Investment Consulting Inc
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| |
|---|---|
| CRD # | 107219 |
| SEC # | 801-49585 |
| CIK # | 0001894302 |
| AUM | $2.5 B (2025-03-21) |
| Employees | 21 (86% Investors, 0% Brokers) |
| Phone | 419-885-2626 |
| Address | 6711 Monroe St Sylvania, OH 43560 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 14.6 | ||
| Hormel Foods Corp /DE/ | 14.4 | ||
| Apple Inc | 11.5 | ||
| Nvidia Corp | 7.3 | ||
| VISA Inc | 3.8 | ||
| Microsoft Corp | 3.7 | ||
| McDonalds Corp | 3.0 | ||
| UMB Financial Corp | 2.5 | ||
| Wesbanco Inc | 2.5 | ||
| Grayscale Bitcoin Trust BTC | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 0.2 |
| (b) Individuals (high net worth individuals) | 435 | 1.6 |
| (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 | 54 | 0.2 |
| (h) Charitable organizations | 47 | 0.3 |
| (i) State or municipal government entities | 15 | 0.1 |
| (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 | 39 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,873 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,873 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,873 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,873 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001894302] |
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|---|---|---|
|
Mariner Institutional LLC
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|
FL | 2.5 |
|
Compass Capital Management Inc
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MN | 2.5 |
|
McKinley Carter Wealth Services Inc
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WV | 2.5 |
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Parcion Private Wealth LLC
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|
Dundas Partners LLP
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2.5 | |
|
Norris Perne & French LLP
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|
SFMG LLC
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TX | 2.5 |
|
Crewe Advisors LLC
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|
UT | 2.5 |
|
Saratoga Research & Investment Management
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|
CA | 2.5 |
|
Strategic Global Advisors LLC
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|
CA | 2.5 |