SFERMION

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
317207
Registered since
May 4, 2026

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JULIAN ZEGELMAN

    General Counsel & Chief Compliance OfficerCRD 7080652

Contacts

2 of 2
  • ANDREW STEINWOLD

    Managing PartnerCRD 7469540

  • DANIEL PATTERSON

    CRD 7469555

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth