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| Keyboard |
| Stewardship Partners Investment Counsel Inc
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|---|---|
| CRD # | 115340 |
| SEC # | 801-62738 |
| CIK # | 0001316900 |
| AUM | 73.2 M (2025-12-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-930-6949 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 24.4 |
| (b) Individuals (high net worth individuals) | 12 | 45.8 |
| (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 | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 325 | 73.2 |
| By Discretionary | ||
| Discretionary | 325 | 73.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 325 | 73.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 73.2 | |
| Total | 325 | 73.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001316900] | |
| SC 13G | [0001316900] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Stewardship Partners Investment Counsel Inc | Theratechnologies Inc | [2015-02-11] |
| Stewardship Partners Investment Counsel Inc | Theratechnologies Inc | [2012-02-10] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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