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Secfi Advisory Limited

● SEC registered since 2022CRD 306961SEC# 801-126017New York, NY
Export (members)
Ranks #4,986 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$174M
Fund GAV
$84.3M
Private funds
3
Employees
16
Accounts
88
Location
New York, NY

Secfi Advisory Limited assets under management

Secfi Advisory Limited is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2022. It reports $174 million in regulatory assets under management and employs 16 people. Secfi Advisory Limited manages 3 private funds with combined gross assets of $84.3 million, including Bergamot Trust. By regulatory assets, it ranks 4,986 of 5,911 private fund managers.

Secfi Advisory Limited private funds

3 funds · $84.3M GAV
FundTypeGross assetsMin.
Bergamot TrustOther Private$35.3M
Rioja Fund I LLCOther Private$33M
Secfi Matterhorn Fund I, LPOther Private$16.1M

Secfi Advisory Limited owners & executives

4 reported
NameTitleOwnershipSince
Frederik Anton Mijnhardt ControlDirectorUnder 5%2018
Jaime Vicente Moreno De Los Rios ControlChief Operating OfficerUnder 5%2021
Michelle Marwaha ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Secfi Advisory Limited manage?

Secfi Advisory Limited reports $174 million in regulatory assets under management on its Form ADV.

How many private funds does Secfi Advisory Limited manage?

Secfi Advisory Limited manages 3 private funds with combined gross assets of $84.3 million.

How many employees does Secfi Advisory Limited have?

Secfi Advisory Limited reports 16 employees.

Where is Secfi Advisory Limited located?

Secfi Advisory Limited is based in New York, NY and has been SEC-registered since 2022.

Does Secfi Advisory Limited disclose fund performance?

Secfi Advisory Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25 Broadway, 10th Floor, New York, NY 10004
Phone(707) 652-9961
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.8M
Non-discretionary$50.3M
Total (RAUM)$174M

Service providers