SAF Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 284283
- Registered since
- June 6, 2024
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SAF Advisors LLC is a limited liability company that registered with the SEC in 2024 and operates primarily as an adviser to pooled investment vehicles. The firm targets institutional clients and manages private pooled funds; it also functions in sponsor/GP and managing-member roles for those vehicles. Ownership is a mix of a domestic entity and an individual. Fee arrangements include a percentage-of-AUM component and other fee structures. SAF Advisors is not positioned as an ESG-focused investor, is not a multi-state adviser, and does not present itself as a pension consultant. The firm maintains industry affiliations that extend beyond advisory activities: listings include broker-dealer relationships and activity as an additional investment adviser and sponsor/manager of pooled funds. Its stated advisory activity centers on portfolio management for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Rafay Farooqui
Founder & CEOCRD 3100932
Joyce Lapreta
Chief Compliance OfficerCRD 1567415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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