SFERMION
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 317207
- Registered since
- May 4, 2026
Firm profile
FINTRXOverview
Sfermion is organized as a limited partnership and is registered with the SEC in 2026. The firm is owned by a combination of a domestic entity and an individual. It identifies as unclassified in its FINTRX snapshot and does not present itself as a capital allocator. Sfermion reports it is not an active ESG investor, is not a multi-state adviser, does not serve as a pension consultant, and is not listed as a related adviser. On the operational side, the firm acts in sponsor and general partner roles and serves as a managing member of pooled investment vehicles.
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 1JULIAN ZEGELMAN
General Counsel & Chief Compliance OfficerCRD 7080652
Contacts
2 of 2ANDREW STEINWOLD
Managing PartnerCRD 7469540
DANIEL PATTERSON
CRD 7469555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1 E Erie St
- Time zone
- CT (UTC-6)
- Office locations
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