PPrivate Fund Data Log in Join · $37/mo

Sfe Investment Counsel Inc.

● SEC registered since 2007CRD 145530SEC# 801-68580Los Angeles, CA
Export (members)
Ranks #3,371 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$581.6M
Fund GAV
$1.1M
Private funds
2
Employees
11
Accounts
772
Location
Los Angeles, CA

Sfe Investment Counsel Inc. assets under management

Sfe Investment Counsel Inc. operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2007. It reports $581.6 million in regulatory assets under management and employs 11 people. Sfe Investment Counsel Inc. manages 2 private funds with combined gross assets of $1.1 million, including Sfe Alternative Investment Fund II LLC. By regulatory assets, it ranks 3,371 of 5,911 private fund managers.

Sfe Investment Counsel Inc. private funds

2 funds · $1.1M GAV
FundTypeGross assetsMin.
Sfe Alternative Investment Fund II LLCPrivate Equity$626K$1M
Sfe Alternative Investment Fund I LLCPrivate Equity$494K$1M

Sfe Investment Counsel Inc. owners & executives

13 reported
NameTitleOwnershipSince
Charles Eustis Bohlen ControlVice President, Co-Chief Investment OfficerUnder 5%2007
David John ThomsenVp, Director, Business Development25-50%2007
Donna Salinas ArnoldChief Compliance OfficerUnder 5%2024
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sfe Investment Counsel Inc. manage?

Sfe Investment Counsel Inc. reports $581.6 million in regulatory assets under management on its Form ADV.

How many private funds does Sfe Investment Counsel Inc. manage?

Sfe Investment Counsel Inc. manages 2 private funds with combined gross assets of $1.1 million.

How many employees does Sfe Investment Counsel Inc. have?

Sfe Investment Counsel Inc. reports 11 employees.

Where is Sfe Investment Counsel Inc. located?

Sfe Investment Counsel Inc. is based in Los Angeles, CA and has been SEC-registered since 2007.

Does Sfe Investment Counsel Inc. disclose fund performance?

Sfe Investment Counsel Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 S. Figueroa Street, Suite 610, Los Angeles, CA 90017
Phone213-612-0220
Fax213-612-0329
Office hours7:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1317784
Discloses disciplinary historyNo

Assets under management

Discretionary$550.1M
Non-discretionary$31.5M
Total (RAUM)$581.6M

Service providers