SF ADVISERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$173M
Discretionary
$173M
100% of AUM
Avg account
$28.8M
Accounts
6
Employees
34
Advisory reps
7

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
316518
Registered since
May 3, 2023
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SF Advisers, LLC is a limited liability company that operates as a private fund manager for institutional clients. The firm is registered with the SEC (registered in 2023) and focuses on managing pooled investment vehicles and providing portfolio management for businesses and institutions. It also presents educational seminars and workshops as part of its client-facing services. Structurally, SF Advisers acts as sponsor, general partner and managing member of its pooled vehicles, which indicates hands-on fund management and governance responsibilities. The firm's business model combines percentage-of-AUM and fixed-fee arrangements, and it is not identified as an active ESG investor. Its classification on filings centers on private equity and other pooled fund provision.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Leslie Cornell

    General Counsel & Chief Compliance OfficerCRD 8018934

  • PAMELA YANG

    Chief Financial OfficerCRD 8160235

  • Tracy Palandjian

    CEO and Co-FounderCRD 7445087

Contacts

3 of 4
  • STEPHEN VICINELLI

    Vice PresidentCRD 1747237

  • Kirstin Hill

    DirectorCRD 3276506

  • JONATHAN EDWARDS

    SecretaryCRD 5975817

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
2 Atlantic Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth