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| SJS Investment Consulting Inc
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|---|---|
| CRD # | 107219 |
| SEC # | 801-49585 |
| CIK # | 0001894302 |
| AUM | $2.2 BB (2024-03-22) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 419-885-2626 |
| Address | 6711 Monroe St Sylvania, OH 43560 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 17.3 | |
| HRL | 25,713.8 | 14.0 | |
| AAPL | 2,382,844.0 | 12.3 | |
| NVDA | 399,550.0 | 6.2 | |
| MSFT | 1,918,222.4 | 3.5 | |
| V | 419,260.5 | 2.8 | |
| MCD | 179,584.2 | 2.6 | |
| GOOG | 1,482,566.4 | 2.5 | |
| GOOGL | 1,475,138.5 | 2.1 | |
| ANDE | 1,118.1 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 0.2 |
| (b) Individuals (high net worth individuals) | 381 | 1.4 |
| (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 | 43 | 0.1 |
| (h) Charitable organizations | 38 | 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 | 41 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,636 | 2.2 |
| By Discretionary | ||
| Discretionary | 2,636 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,636 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,636 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001894302] |
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