SJF MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
10
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DURHAM, North Carolina
CRD number
163253
Registered since
April 3, 2012

Firm profile

FINTRX

Overview

SJF Management LLC is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles, with a clear emphasis on venture capital investing. The firm is SEC-registered since 2012 and is owned by an individual; it is classified as an unclassified adviser in available records. SJF Management LLC does not present itself as an ESG-focused manager, pension consultant, multi-state adviser or related adviser under the published attributes. Its core activity is managing private pooled funds rather than running traditional advisory relationships or separate client accounts. As sponsor and managing member of pooled vehicles, the firm functions in an active manager role: sourcing deals, structuring funds, and taking governance positions on behalf of limited partners. The vehicle structure and fund counts indicate the business model is fund-centric rather than retail- or advisory-centric.

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
  • JULIE PLOWDEN

    Chief Financial Officer & Chief Compliance OfficerCRD 5509024

Contacts

3 of 9
  • JACQUELINE BENNETT

    Managing DirectorCRD 6085477

  • PERRY CLARKSON

    Managing DirectorCRD 5798081

  • DAVID KIRKPATRICK

    Managing Director and Co-founderCRD 6049223

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Wealth teams

FINTRX

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

DURHAM, NC

DURHAM

Location

DURHAM, NC

Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
DURHAM
Address
200 N Mangum St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth