SF Advisers, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 316518
- Registered since
- May 3, 2023
- Website
- socialfinance.org
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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