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Sf Advisors, LLC

● SEC registered since 2023CRD 316518SEC# 801-127658Boston, MA
Export (members)
Ranks #5,090 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$160.8M
Fund GAV
$160.8M
Private funds
4
Employees
33
Accounts
6
Location
Boston, MA

Sf Advisors, LLC assets under management

Sf Advisors, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2023. It reports $160.8 million in regulatory assets under management and employs 33 people. Sf Advisors, LLC manages 4 private funds with combined gross assets of $160.8 million, including Career Certificate Fund Trust. By regulatory assets, it ranks 5,090 of 5,911 private fund managers.

Sf Advisors, LLC private funds

4 funds · $160.8M GAV
FundTypeGross assetsMin.
Career Certificate Fund TrustOther Private$93.7M$100K
Up Fund, L.P.Private Equity$33.5M$100K
The Dreamers Graduate Education Financing Trust 2021Other Private$16.8M$100K
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Sf Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andrew Chen ControlVice President, Sf Advisors, LlcUnder 5%2023
Jessica Eddy Brooks ControlVice PresidentUnder 5%2023
John Woods ControlTreasurer, Sf Advisors, LlcUnder 5%2023
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Frequently asked questions

How much does Sf Advisors, LLC manage?

Sf Advisors, LLC reports $160.8 million in regulatory assets under management on its Form ADV.

How many private funds does Sf Advisors, LLC manage?

Sf Advisors, LLC manages 4 private funds with combined gross assets of $160.8 million.

How many employees does Sf Advisors, LLC have?

Sf Advisors, LLC reports 33 employees.

Where is Sf Advisors, LLC located?

Sf Advisors, LLC is based in Boston, MA and has been SEC-registered since 2023.

Does Sf Advisors, LLC disclose fund performance?

Sf Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo Atlantic Avenue, 5th Floor, Boston, MA 02110
Phone617-939-9900
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160.8M
Non-discretionary$0
Total (RAUM)$160.8M

Service providers