Fefa Financial

Overview

Fefa Financial is a limited liability company that registers with the SEC (registered in 2023) and positions itself as a capital allocator serving individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers among its advisory activities. It identifies as an active ESG investor, which suggests environmental, social or governance considerations are integrated into either manager selection or security selection for at least part of its client base. The firm’s ownership is a mix of a domestic entity and individual ownership. Fefa Financial operates with a single-custodian stance for client assets and appears to use third-party managers when appropriate, consistent with its role selecting other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices