SF EQUITY PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 162396
- Registered since
- July 26, 2019
- Website
- www.sfequitypartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIELLE IOVINO
Chief Financial OfficerCRD 7499634
Contacts
1 of 1SCOTT POTTER
Managing PartnerCRD 6037943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
AVALON GLOBAL ASSET MANAGEMENT LLC
RIASAN FRANCISCO, CA
IMPACT INVESTMENT ADVISER LLC
RIASAN FRANCISCO, CA
CABLE CAR CAPITAL, LP
RIASAN FRANCISCO, CA
JACKSON SQUARE CAPITAL, LLC
RIASAN FRANCISCO, CA
FREC
RIASAN FRANCISCO, CA
PIER 88 INVESTMENT PARTNERS, LLC
RIASAN FRANCISCO, CA