SF Value Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298320
- Website
- www.sfvaluecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SF Value Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client base is primarily individuals and families, and its stated advisory activity is portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management. Regulatory and operational notes in the public record indicate the adviser is not an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities90%
- Derivatives10%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Rishi Gosalia
Managing PartnerCRD 7005764
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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