SF EQUITY PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$556M
Discretionary
$556M
100% of AUM
Avg account
$92.7M
Accounts
6
Employees
8
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
162396
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SF Equity Partners Management, LLC is structured as a private equity manager that provides portfolio management for pooled investment vehicles and serves as sponsor/GP/managing member of those vehicles. The firm targets institutional clients and operates under a fee model that includes both a percentage-of-assets component and performance-based fees. It does not position itself as a broad capital allocator or pension consultant and is not active as an ESG investor. The firm’s advisory work centers on managing and operating private funds rather than offering broad retail advisory services. Its registered activity emphasizes running pooled investment vehicles, taking governance and execution roles typically associated with general partner sponsors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANIELLE IOVINO

    Chief Financial OfficerCRD 7499634

Contacts

1 of 1
  • SCOTT POTTER

    Managing PartnerCRD 6037943

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
50 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth