Updated:
SFE Investment Counsel
SFE Investment Counsel is an SEC-registered investment adviser in Los Angeles, CA, registered since 2007. The firm manages $748 million in assets, with $728...
SFE Investment Counsel
SFE Investment Counsel is an SEC-registered investment adviser in Los Angeles, CA, registered since 2007. The firm manages $748 million in assets, with $728 million on a discretionary basis. It has 14 employees and 9 investment advisers.
General information
Firm type
Private Equity
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
801 S. Figueroa Street, Suite 610, Los Angeles, CA 90017
Frequently asked questions
What services does SFE Investment Counsel provide?
SFE provides wealth management and investment advisory services to individuals, families, businesses, and non-profits. The firm constructs customized portfolios and offers socially responsible investing options for non-profit clients. SFE integrates legal and accounting perspectives into its advisory process, drawing on the professional backgrounds of its team.
Does SFE Investment Counsel manage pooled investment vehicles or funds of funds?
Available public information does not indicate that SFE manages pooled investment vehicles, private funds, or fund-of-fund structures. The firm describes its core service as personalized wealth management through individual advisory relationships, not through branded fund products.
Who leads investment decisions at SFE Investment Counsel?
SFE has not publicly identified a Chief Investment Officer or named partners on its website. The firm references a team of investment professionals with backgrounds in law, accounting and investing, but no individual decision-makers are disclosed in available materials.
Does SFE Investment Counsel disclose its assets under management?
No. SFE does not publish an assets-under-management figure on its website or in any other public-facing document we reviewed. Its regulatory filings as a registered investment advisor have not been sourced for this profile.
Where is SFE Investment Counsel located and does it have other offices?
SFE maintains a single office at 801 S. Figueroa Street, Suite 610, in Los Angeles, California. No additional office locations are disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: