SJS Investment Consulting Inc

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SJS Investment Consulting Inc
✚
CRD #107219
SEC #801-49585
CIK #0001894302
AUM 2,937.1 M (2026-06-11)
Employees 25 (84% Investors, 0% Brokers)
Fees
Minimum
Phone419-885-2626
Address6711 Monroe St
Sylvania, OH 43560
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.01999200820172027
CIK Period
0001894302
Sector Form 13F Holdings Value ($M)
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Alphabet Inc 4.5
Wal Mart Stores Inc 3.7
Alphabet Inc 3.6
Visa Inc 3.3
McDonalds Corp 3.3
Microsoft Corp 3.1
Andersons Inc 2.9
Wesbanco Inc 2.5
Amazon Com Inc 2.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 418 0.2
(b) Individuals (high net worth individuals) 462 1.9
(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 55 0.2
(h) Charitable organizations 55 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 50 0.2
(n) Other 0 0.0
Total 3,006 2.9
By Discretionary
Discretionary 3,006 2.9
Non-Discretionary 0 0.0
Total 3,006 2.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.9
Total 3,006 2.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001894302]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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