Sfe Investment Counsel

Asset Manager SEC-registered adviser

Legal name: Sfe Investment Counsel Inc.

Los Angeles, CA Website

AUM

$748.4M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$1.1M
Gross asset value

Employees

14

Last Form D raise

—

From SEC Form ADV filing (filed Dec 3, 2025). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

C
Charles Bohlen
Vice President, Co-Chief Investment Officer
Source: SEC Form ADV
D
David Thomsen
VP, Director, Business Development
Source: SEC Form ADV
G
Gregory Giauque
Director
Source: SEC Form ADV
J
James Moylan
Vice President/Co-Chief Investment Officer
Source: SEC Form ADV
J
Jon Kmett
President, Director & CFO
Source: SEC Form ADV
T
Teri McCasland
VP, & Director
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Sfe Alternative Investment Fund II LLCPrivate Equity$626K———
Sfe Alternative Investment Fund I LLCPrivate Equity$494K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
145530
SEC file number
801-68580
CIK
1317784

Sources